+76.0%
VUG vs ZS
-40.8%
+116.7%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.6% | -3.1% | -1.1% |
| 7D | +0.1% | -3.8% | +3.9% | +0.9% |
| 30D | -1.7% | -6.0% | +4.3% | -0.6% |
| 3M | +2.8% | +32.0% | -29.2% | -4.4% |
| 6M | +13.6% | +2.1% | +11.5% | +8.5% |
| YTD | +8.1% | -26.2% | +34.2% | +11.6% |
| 1Y | +13.1% | -41.2% | +54.2% | +23.5% |
| 3Y | +87.0% | +3.3% | +83.6% | +68.9% |
| 5Y | +76.0% | -40.7% | +116.7% | +65.4% |
| All | +76.0% | -40.8% | +116.7% | +65.4% |
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 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