-31.6%
ZS vs VO
+16.3%
-47.9%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.1% | -0.9% |
| 7D | -12.3% | +1.0% | -13.2% | -12.9% |
| 30D | +11.2% | +2.6% | +8.6% | +9.2% |
| 3M | +37.5% | -0.3% | +37.8% | +38.0% |
| 6M | +57.8% | +7.6% | +50.2% | +51.1% |
| YTD | -0.2% | +14.7% | -14.9% | -8.7% |
| 1Y | -31.6% | +16.4% | -48.1% | -38.4% |
| All | -31.6% | +16.3% | -47.9% | -38.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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