+12.5%
VUG vs ZS
-42.5%
+55.0%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.6% | +1.0% | -0.4% |
| 7D | -1.9% | -8.1% | +6.2% | -1.2% |
| 30D | -1.6% | -8.4% | +6.9% | -1.0% |
| 3M | +4.4% | +31.1% | -26.7% | +2.0% |
| 6M | +13.2% | +4.4% | +8.8% | +10.9% |
| YTD | +7.5% | -27.3% | +34.8% | +11.8% |
| 1Y | +12.5% | -41.4% | +53.8% | +21.9% |
| All | +12.5% | -42.5% | +55.0% | +21.9% |
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 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