+109.6%
VRT vs ZS
-41.0%
+150.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +2.6% | -12.2% | -9.5% |
| 7D | +2.4% | -3.8% | +6.2% | +2.3% |
| 30D | -2.7% | -6.0% | +3.3% | -2.8% |
| 3M | -9.2% | +32.0% | -41.2% | -7.8% |
| 6M | -0.5% | +2.1% | -2.6% | +4.4% |
| YTD | +62.3% | -26.2% | +88.5% | +90.9% |
| 1Y | +109.6% | -41.2% | +150.7% | +171.0% |
| All | +109.6% | -41.0% | +150.5% | +171.0% |
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 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