+27.9%
VTV vs ZS
-31.8%
+59.7%
-6.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.8% | +1.5% |
| 7D | +1.8% | -12.3% | +14.0% | +1.7% |
| 30D | +6.0% | +11.2% | -5.2% | +6.0% |
| 3M | +3.7% | +37.5% | -33.9% | +3.9% |
| 6M | +13.9% | +57.8% | -43.9% | +14.7% |
| YTD | +22.8% | -0.2% | +23.0% | +24.1% |
| 1Y | +27.9% | -31.6% | +59.5% | +31.4% |
| All | +27.9% | -31.8% | +59.7% | +31.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling