+490.7%
ZS price history and return analytics
+144.1%
+346.5%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -1.5% |
| 7D | -13.4% | -0.1% | -13.3% | -13.1% |
| 30D | -16.6% | -3.1% | -13.5% | -13.1% |
| 3M | +10.3% | -3.5% | +13.8% | +15.6% |
| 6M | +28.1% | +0.5% | +27.7% | +27.2% |
| YTD | -13.3% | +10.8% | -24.1% | -24.9% |
| 1Y | -40.7% | +11.9% | -52.6% | -49.4% |
| 3Y | +11.4% | +73.0% | -61.6% | -44.7% |
| 5Y | -42.2% | +58.6% | -100.8% | -67.1% |
| All | +490.7% | +144.1% | +346.5% | +138.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling