+158.5%
VTV vs ZS
+504.0%
-345.5%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.6% | -2.9% | -0.5% |
| 7D | -0.7% | -3.8% | +3.2% | -0.4% |
| 30D | -0.5% | -6.0% | +5.5% | -0.2% |
| 3M | +5.3% | +32.0% | -26.7% | +2.9% |
| 6M | +12.9% | +2.1% | +10.7% | +11.4% |
| YTD | +18.5% | -26.2% | +44.6% | +19.7% |
| 1Y | +25.3% | -41.2% | +66.4% | +28.7% |
| 3Y | +68.2% | +3.3% | +64.9% | +63.1% |
| 5Y | +80.6% | -40.7% | +121.4% | +76.3% |
| All | +158.5% | +504.0% | -345.5% | +99.5% |
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 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