-31.6%
ZS vs VIG
+19.5%
-51.2%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.1% | -2.4% | -1.3% |
| 7D | -12.3% | +2.7% | -15.0% | -13.4% |
| 30D | +11.2% | +7.0% | +4.2% | +7.2% |
| 3M | +37.5% | +4.0% | +33.5% | +35.0% |
| 6M | +57.8% | +12.3% | +45.6% | +49.6% |
| YTD | -0.2% | +16.4% | -16.6% | -8.2% |
| 1Y | -31.6% | +19.2% | -50.9% | -39.1% |
| All | -31.6% | +19.5% | -51.2% | -39.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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