+398.6%
ZS vs VTEB
+18.6%
+380.0%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.3% | +0.4% |
| 7D | -3.1% | -0.9% | -2.2% | -2.4% |
| 30D | -7.2% | -2.5% | -4.7% | -5.4% |
| 3M | +30.5% | -3.0% | +33.4% | +33.5% |
| 6M | +7.0% | -2.1% | +9.1% | +8.7% |
| YTD | -26.8% | -1.5% | -25.4% | -26.0% |
| 1Y | -42.6% | +0.2% | -42.8% | -42.7% |
| 3Y | -0.3% | +8.6% | -8.9% | -6.5% |
| 5Y | -39.2% | +1.2% | -40.4% | -41.9% |
| All | +398.6% | +18.6% | +380.0% | +627.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 10y: compounded portfolio wealth divided by compounded VTEB 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…
10y analysis · Full analysis span regression · 6 months rolling