-40.7%
ZS vs VSAT
+45.0%
-85.7%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -6.9% | +9.5% | +3.4% |
| 7D | -3.8% | +3.5% | -7.3% | -4.4% |
| 30D | -6.0% | -14.7% | +8.7% | -4.4% |
| 3M | +32.0% | +13.2% | +18.8% | +28.1% |
| 6M | +2.1% | +57.4% | -55.2% | -7.1% |
| YTD | -26.2% | +110.0% | -136.1% | -36.2% |
| 1Y | -41.2% | +134.4% | -175.6% | -50.4% |
| 3Y | +3.3% | +203.5% | -200.2% | -24.1% |
| 5Y | -40.7% | +47.1% | -87.9% | -56.6% |
| All | -40.7% | +45.0% | -85.7% | -56.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VSAT.
Daily Out/Under-Performance
Portfolio return minus VSAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSAT 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 VSAT 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