+62.5%
VUG vs ZS
-45.5%
+107.9%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.8% |
| 7D | +2.5% | -2.6% | +5.1% | +3.1% |
| 30D | -6.3% | -12.8% | +6.6% | -3.6% |
| 3M | -6.0% | +2.3% | -8.3% | -7.6% |
| 6M | -3.5% | +26.3% | -29.8% | -12.5% |
| YTD | +3.9% | -14.4% | +18.4% | +2.8% |
| 1Y | +5.1% | -37.6% | +42.7% | +13.0% |
| 3Y | +77.9% | +8.0% | +69.8% | +58.7% |
| All | +62.5% | -45.5% | +107.9% | +55.1% |
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