+395.4%
ZS vs VO
+130.8%
+264.6%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.7% | -0.5% |
| 7D | -8.1% | -2.5% | -5.6% | -5.2% |
| 30D | -8.4% | -3.2% | -5.2% | -4.6% |
| 3M | +31.1% | +3.9% | +27.1% | +25.4% |
| 6M | +4.4% | +9.6% | -5.3% | -6.9% |
| YTD | -27.3% | +11.6% | -38.9% | -36.5% |
| 1Y | -41.4% | +12.6% | -54.0% | -49.4% |
| 3Y | +1.7% | +55.4% | -53.7% | -39.4% |
| 5Y | -39.6% | +41.8% | -81.4% | -58.0% |
| All | +395.4% | +130.8% | +264.6% | +149.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling