+414.5%
ZS vs VO
+136.2%
+278.4%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.2% | -4.3% | -4.3% |
| 7D | -7.8% | -0.3% | -7.6% | -7.5% |
| 30D | +5.0% | -0.3% | +5.4% | +5.6% |
| 3M | +25.5% | +2.9% | +22.6% | +21.4% |
| 6M | +8.7% | +9.3% | -0.6% | -2.8% |
| YTD | -24.5% | +14.2% | -38.7% | -35.9% |
| 1Y | -36.7% | +15.3% | -52.0% | -46.9% |
| 3Y | +7.2% | +56.2% | -49.0% | -36.6% |
| 5Y | -40.9% | +42.4% | -83.4% | -59.4% |
| All | +414.5% | +136.2% | +278.4% | +151.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling