-6.0%
ZS vs VIK
+236.8%
-242.8%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +2.6% | -7.3% | -5.3% |
| 7D | -9.2% | +3.6% | -12.8% | -10.1% |
| 30D | -4.0% | -16.7% | +12.7% | +0.6% |
| 3M | +25.3% | -1.1% | +26.4% | +25.0% |
| 6M | -1.3% | +27.8% | -29.1% | -12.4% |
| YTD | -28.0% | +23.3% | -51.3% | -35.4% |
| 1Y | -42.5% | +38.2% | -80.7% | -51.1% |
| All | -6.0% | +236.8% | -242.8% | -39.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 VIK 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