-40.7%
ZS vs VRSN
+30.8%
-71.5%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.7% | +0.9% | +1.1% |
| 7D | -3.8% | -1.0% | -2.8% | -2.9% |
| 30D | -6.0% | -1.9% | -4.1% | -4.7% |
| 3M | +32.0% | +1.4% | +30.6% | +28.8% |
| 6M | +2.1% | +19.0% | -16.9% | -12.8% |
| YTD | -26.2% | +19.2% | -45.4% | -37.4% |
| 1Y | -41.2% | +1.7% | -42.8% | -42.7% |
| 3Y | +3.3% | +41.4% | -38.1% | -31.8% |
| 5Y | -40.7% | +31.7% | -72.4% | -55.1% |
| All | -40.7% | +30.8% | -71.5% | -55.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 5y: compounded portfolio wealth divided by compounded VRSN 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…
5y analysis · Full analysis span regression · 6 months rolling