-40.4%
ZS vs VO
+13.4%
-53.9%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.8% | +3.4% | +3.3% |
| 7D | -3.8% | -0.6% | -3.3% | -3.3% |
| 30D | -6.0% | -1.9% | -4.1% | -4.3% |
| 3M | +32.0% | +3.3% | +28.7% | +29.3% |
| 6M | +2.1% | +9.7% | -7.6% | -4.7% |
| YTD | -26.2% | +12.6% | -38.8% | -32.7% |
| All | -40.4% | +13.4% | -53.9% | -46.9% |
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