+13.8%
VRT vs ZS
-31.8%
+45.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | -0.3% | -12.6% | -12.9% |
| 7D | -15.4% | -12.3% | -3.1% | -16.5% |
| 30D | -19.0% | +11.2% | -30.2% | -17.9% |
| 3M | -23.8% | +37.5% | -61.3% | -20.6% |
| 6M | -37.9% | +57.8% | -95.7% | -32.7% |
| YTD | +27.0% | -0.2% | +27.2% | +52.3% |
| 1Y | +13.8% | -31.6% | +45.4% | +47.8% |
| All | +13.8% | -31.8% | +45.6% | +47.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ZS.
Daily Out/Under-Performance
Portfolio return minus ZS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZS 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 ZS 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