+644.6%
VRT vs ZS
+0.9%
+643.7%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -4.6% | +8.3% | +4.9% |
| 7D | +13.6% | -9.2% | +22.8% | +16.4% |
| 30D | +6.8% | -4.0% | +10.8% | +7.3% |
| 3M | -3.2% | +25.3% | -28.5% | -10.8% |
| 6M | +20.3% | -1.3% | +21.6% | +13.1% |
| YTD | +79.6% | -28.0% | +107.6% | +97.3% |
| 1Y | +139.0% | -42.5% | +181.5% | +197.6% |
| 3Y | +644.6% | +0.7% | +643.9% | +488.4% |
| All | +644.6% | +0.9% | +643.7% | +488.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling