+62.5%
VWO vs ZS
+1.4%
+61.1%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.6% | 0.0% | +0.6% |
| 7D | -1.8% | -3.1% | +1.3% | -1.6% |
| 30D | -0.1% | -7.2% | +7.1% | +0.3% |
| 3M | +2.2% | +30.5% | -28.2% | -0.1% |
| 6M | +8.8% | +7.0% | +1.8% | +6.6% |
| YTD | +12.4% | -26.8% | +39.2% | +15.0% |
| 1Y | +15.6% | -42.6% | +58.2% | +21.7% |
| 3Y | +62.5% | -0.3% | +62.8% | +49.0% |
| All | +62.5% | +1.4% | +61.1% | +49.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling