+0.6%
ZS price history and return analytics
+74.2%
-73.5%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.6% | +3.2% | +3.4% |
| 7D | -3.8% | -0.1% | -3.7% | -3.6% |
| 30D | -6.0% | -0.7% | -5.3% | -5.1% |
| 3M | +32.0% | +4.0% | +28.0% | +25.2% |
| 6M | +2.1% | +12.3% | -10.2% | -13.6% |
| YTD | -26.2% | +14.0% | -40.2% | -39.2% |
| 1Y | -41.2% | +20.3% | -61.5% | -55.5% |
| All | +0.6% | +74.2% | -73.5% | -57.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 3y: compounded portfolio wealth divided by compounded VT 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…
3y analysis · Full analysis span regression · 6 months rolling