+75.0%
VTI vs ZS
-38.5%
+113.6%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.6% | +0.2% | +0.7% |
| 7D | -0.9% | -3.1% | +2.2% | -0.4% |
| 30D | -1.4% | -7.2% | +5.8% | -0.5% |
| 3M | +3.6% | +30.5% | -26.9% | -1.4% |
| 6M | +13.6% | +7.0% | +6.6% | +9.1% |
| YTD | +12.9% | -26.8% | +39.8% | +15.8% |
| 1Y | +17.2% | -42.6% | +59.8% | +25.5% |
| 3Y | +75.7% | -0.3% | +76.0% | +64.5% |
| All | +75.0% | -38.5% | +113.6% | +62.4% |
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