+1,024.4%
VRT vs ZS
-42.6%
+1,067.0%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -4.6% | +8.3% | +5.2% |
| 7D | +13.6% | -9.2% | +22.8% | +17.2% |
| 30D | +6.8% | -4.0% | +10.8% | +7.4% |
| 3M | -3.2% | +25.3% | -28.5% | -12.3% |
| 6M | +20.3% | -1.3% | +21.6% | +11.0% |
| YTD | +79.6% | -28.0% | +107.6% | +87.0% |
| 1Y | +139.0% | -42.5% | +181.5% | +174.3% |
| 3Y | +644.6% | +0.7% | +643.9% | +559.4% |
| 5Y | +1,024.4% | -42.3% | +1,066.7% | +1,035.5% |
| All | +1,024.4% | -42.6% | +1,067.0% | +1,035.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling