+64.9%
VZ vs ZS
+517.5%
-452.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.5% | +3.6% | -0.9% |
| 7D | +0.1% | -7.8% | +7.9% | +0.1% |
| 30D | +7.9% | +5.0% | +2.9% | +7.8% |
| 3M | +13.6% | +25.5% | -11.9% | +13.4% |
| 6M | +1.1% | +8.7% | -7.6% | +0.9% |
| YTD | +29.3% | -24.5% | +53.8% | +29.6% |
| 1Y | +21.2% | -36.7% | +57.9% | +21.7% |
| 3Y | +75.9% | +7.2% | +68.7% | +74.3% |
| 5Y | +24.1% | -40.9% | +65.0% | +23.0% |
| All | +64.9% | +517.5% | -452.6% | +48.9% |
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