+53.4%
VT vs ZS
-42.0%
+95.4%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.1% | +3.3% | +0.6% |
| 7D | -2.3% | -16.9% | +14.6% | +0.1% |
| 30D | -5.0% | -7.4% | +2.5% | -4.2% |
| 3M | -4.9% | +21.6% | -26.4% | -8.2% |
| 6M | -1.5% | +42.4% | -43.9% | -8.9% |
| YTD | +8.5% | -12.1% | +20.6% | +7.6% |
| 1Y | +11.4% | -37.8% | +49.2% | +16.9% |
| 3Y | +70.1% | +20.9% | +49.2% | +55.5% |
| All | +53.4% | -42.0% | +95.4% | +45.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling