+69.7%
VT vs ZS
+22.4%
+47.3%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -9.2% | +5.1% | -3.1% |
| 7D | -4.2% | -17.7% | +13.6% | -2.3% |
| 30D | -5.8% | -3.9% | -1.9% | -5.6% |
| 3M | -5.2% | +26.1% | -31.4% | -8.0% |
| 6M | +0.1% | +44.2% | -44.1% | -6.1% |
| YTD | +8.2% | -9.4% | +17.6% | +9.0% |
| 1Y | +10.1% | -37.1% | +47.2% | +18.5% |
| All | +69.7% | +22.4% | +47.3% | +51.5% |
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