-38.6%
ZS vs VIAV
+139.8%
-178.4%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.6% | -3.0% | -0.1% |
| 7D | -3.1% | +11.2% | -14.3% | -5.6% |
| 30D | -7.2% | -10.1% | +2.9% | -5.5% |
| 3M | +30.5% | -22.9% | +53.3% | +35.6% |
| 6M | +7.0% | +28.8% | -21.8% | -10.1% |
| YTD | -26.8% | +117.5% | -144.3% | -52.9% |
| 1Y | -42.6% | +216.1% | -258.7% | -70.0% |
| 3Y | -0.3% | +292.2% | -292.5% | -56.9% |
| All | -38.6% | +139.8% | -178.4% | -58.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV 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 5y: compounded portfolio wealth divided by compounded VIAV 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…
5y analysis · Full analysis span regression · 6 months rolling