+24.3%
VZ vs ZS
-41.1%
+65.4%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.6% | +5.2% | +0.3% |
| 7D | +0.2% | -9.2% | +9.4% | -0.2% |
| 30D | +7.1% | -4.0% | +11.1% | +7.0% |
| 3M | +12.8% | +25.3% | -12.5% | +14.2% |
| 6M | +1.8% | -1.3% | +3.1% | +2.7% |
| YTD | +30.0% | -28.0% | +58.0% | +27.3% |
| 1Y | +24.3% | -42.5% | +66.8% | +18.6% |
| All | +24.3% | -41.1% | +65.4% | +18.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling