+98.2%
VXUS vs ZS
+517.5%
-419.3%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.5% | +5.0% | +0.9% |
| 7D | +1.0% | -7.8% | +8.8% | +1.8% |
| 30D | +2.2% | +5.0% | -2.8% | +1.5% |
| 3M | +3.0% | +25.5% | -22.6% | +0.4% |
| 6M | +10.7% | +8.7% | +2.0% | +8.0% |
| YTD | +17.8% | -24.5% | +42.3% | +19.1% |
| 1Y | +27.6% | -36.7% | +64.3% | +31.1% |
| 3Y | +73.3% | +7.2% | +66.1% | +65.8% |
| 5Y | +54.3% | -40.9% | +95.2% | +50.1% |
| All | +98.2% | +517.5% | -419.3% | +54.1% |
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 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