-36.7%
ZS vs VSH
+118.1%
-154.8%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +4.4% | -8.9% | -4.7% |
| 7D | -7.8% | +4.1% | -11.9% | -8.0% |
| 30D | +5.0% | -4.2% | +9.2% | +5.1% |
| 3M | +25.5% | -50.0% | +75.5% | +31.7% |
| 6M | +8.7% | +80.2% | -71.5% | +0.7% |
| YTD | -24.5% | +121.1% | -145.6% | -34.3% |
| 1Y | -36.7% | +112.0% | -148.7% | -44.0% |
| All | -36.7% | +118.1% | -154.8% | -44.0% |
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