-31.6%
ZS vs VSH
+62.1%
-93.7%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.1% | +4.8% | -0.2% |
| 7D | -12.3% | -13.6% | +1.4% | -12.2% |
| 30D | +11.2% | -30.4% | +41.6% | +11.0% |
| 3M | +37.5% | -33.3% | +70.8% | +37.8% |
| 6M | +57.8% | -15.1% | +72.9% | +55.3% |
| YTD | -0.2% | +80.2% | -80.4% | -6.1% |
| 1Y | -31.6% | +63.4% | -95.0% | -34.4% |
| All | -31.6% | +62.1% | -93.7% | -34.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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