+398.6%
ZS vs VEU
+98.5%
+300.1%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.0% | -0.4% | -0.4% |
| 7D | -3.1% | -1.4% | -1.7% | -1.7% |
| 30D | -7.2% | -0.4% | -6.8% | -6.9% |
| 3M | +30.5% | +2.5% | +27.9% | +26.5% |
| 6M | +7.0% | +11.1% | -4.2% | -5.8% |
| YTD | -26.8% | +16.5% | -43.4% | -39.3% |
| 1Y | -42.6% | +22.9% | -65.5% | -55.1% |
| 3Y | -0.3% | +73.4% | -73.7% | -46.1% |
| 5Y | -39.2% | +56.1% | -95.3% | -63.3% |
| All | +398.6% | +98.5% | +300.1% | +160.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 10y: compounded portfolio wealth divided by compounded VEU 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…
10y analysis · Full analysis span regression · 6 months rolling