+5.2%
VUG vs ZS
-31.8%
+37.0%
-15.1%
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% | +1.6% |
| 7D | -3.0% | -12.3% | +9.3% | -2.1% |
| 30D | -6.4% | +11.2% | -17.6% | -7.2% |
| 3M | -3.2% | +37.5% | -40.7% | -5.5% |
| 6M | +3.1% | +57.8% | -54.7% | -2.0% |
| YTD | +6.3% | -0.2% | +6.5% | +7.3% |
| 1Y | +5.2% | -31.6% | +36.8% | +10.7% |
| All | +5.2% | -31.8% | +37.0% | +10.7% |
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