+2,397.0%
VRT vs ZS
+358.4%
+2,038.6%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.6% | -4.0% | -5.2% |
| 7D | -7.7% | -8.1% | +0.4% | -6.0% |
| 30D | -12.0% | -8.4% | -3.5% | -10.6% |
| 3M | -11.7% | +31.1% | -42.7% | -18.3% |
| 6M | -8.1% | +4.4% | -12.5% | -13.9% |
| YTD | +53.2% | -27.3% | +80.5% | +56.9% |
| 1Y | +81.7% | -41.4% | +123.0% | +97.4% |
| 3Y | +535.3% | +1.7% | +533.6% | +497.9% |
| 5Y | +916.4% | -39.6% | +956.0% | +894.3% |
| All | +2,397.0% | +358.4% | +2,038.6% | +2,100.2% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling