+2,545.5%
VRT vs ZS
+365.8%
+2,179.7%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +2.6% | -12.2% | -10.2% |
| 7D | +2.4% | -3.8% | +6.2% | +3.2% |
| 30D | -2.7% | -6.0% | +3.3% | -1.8% |
| 3M | -9.2% | +32.0% | -41.2% | -16.2% |
| 6M | -0.5% | +2.1% | -2.6% | -6.3% |
| YTD | +62.3% | -26.2% | +88.5% | +65.6% |
| 1Y | +109.6% | -41.2% | +150.7% | +127.5% |
| 3Y | +573.1% | +3.3% | +569.8% | +530.9% |
| 5Y | +953.6% | -40.7% | +994.4% | +929.6% |
| All | +2,545.5% | +365.8% | +2,179.7% | +2,222.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling