+75.8%
VT vs ZS
+13.9%
+62.0%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.7% | +1.9% | +2.5% |
| 7D | +0.4% | -11.1% | +11.4% | +1.6% |
| 30D | -2.6% | -14.8% | +12.2% | -1.1% |
| 3M | -3.2% | +18.0% | -21.2% | -5.4% |
| 6M | +0.9% | +30.8% | -29.9% | -4.1% |
| YTD | +11.3% | -11.5% | +22.8% | +12.3% |
| 1Y | +14.0% | -37.8% | +51.8% | +22.8% |
| 3Y | +75.8% | +16.6% | +59.2% | +55.8% |
| All | +75.8% | +13.9% | +62.0% | +55.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ZS.
Daily Out/Under-Performance
Portfolio return minus ZS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded ZS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling