+68.4%
VXUS vs ZS
+14.2%
+54.2%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.1% | +1.4% | -0.5% |
| 7D | +0.5% | -13.4% | +13.9% | +1.5% |
| 30D | -2.5% | -16.6% | +14.1% | -1.4% |
| 3M | -4.6% | +10.3% | -15.0% | -5.6% |
| 6M | -2.6% | +28.1% | -30.8% | -5.8% |
| YTD | +10.4% | -13.3% | +23.7% | +11.7% |
| 1Y | +12.9% | -40.7% | +53.6% | +20.4% |
| 3Y | +68.4% | +11.4% | +57.0% | +52.1% |
| All | +68.4% | +14.2% | +54.2% | +52.1% |
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 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