+154.2%
VT vs ZS
+517.5%
-363.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.5% | +4.5% | +0.5% |
| 7D | +0.4% | -7.8% | +8.3% | +1.4% |
| 30D | +1.0% | +5.0% | -4.1% | +0.2% |
| 3M | +2.4% | +25.5% | -23.2% | -0.9% |
| 6M | +12.0% | +8.7% | +3.3% | +8.5% |
| YTD | +15.3% | -24.5% | +39.8% | +16.9% |
| 1Y | +22.6% | -36.7% | +59.3% | +26.8% |
| 3Y | +74.7% | +7.2% | +67.5% | +65.4% |
| 5Y | +66.1% | -40.9% | +107.1% | +61.1% |
| All | +154.2% | +517.5% | -363.2% | +86.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling