+192.9%
VRTX vs ZS
+494.5%
-301.5%
-41.6%
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 | -1.3% | -1.6% | +0.3% | -1.1% |
| 7D | -7.8% | -8.1% | +0.3% | -6.9% |
| 30D | -2.8% | -8.4% | +5.6% | -2.0% |
| 3M | +18.1% | +31.1% | -13.0% | +14.2% |
| 6M | +3.1% | +4.4% | -1.3% | +0.7% |
| YTD | +13.5% | -27.3% | +40.8% | +15.5% |
| 1Y | +32.4% | -41.4% | +73.8% | +38.0% |
| 3Y | +50.0% | +1.7% | +48.3% | +43.0% |
| 5Y | +172.9% | -39.6% | +212.5% | +164.0% |
| All | +192.9% | +494.5% | -301.5% | +85.2% |
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