+277.9%
VUG vs ZS
+517.5%
-239.5%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.5% | +4.0% | +0.4% |
| 7D | -0.1% | -7.8% | +7.7% | +1.5% |
| 30D | -0.3% | +5.0% | -5.4% | -1.6% |
| 3M | -0.7% | +25.5% | -26.2% | -5.8% |
| 6M | +14.6% | +8.7% | +5.9% | +8.8% |
| YTD | +9.0% | -24.5% | +33.5% | +11.3% |
| 1Y | +14.9% | -36.7% | +51.6% | +21.3% |
| 3Y | +86.0% | +7.2% | +78.8% | +71.2% |
| 5Y | +76.7% | -40.9% | +117.6% | +71.1% |
| All | +277.9% | +517.5% | -239.5% | +146.9% |
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 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