+206.6%
VRTX vs ZS
+599.9%
-393.3%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.4% | -0.7% |
| 7D | -1.6% | -2.6% | +1.1% | -1.3% |
| 30D | +8.0% | -12.8% | +20.9% | +9.5% |
| 3M | +4.3% | +2.3% | +2.0% | +3.3% |
| 6M | +18.9% | +26.3% | -7.4% | +13.4% |
| YTD | +18.8% | -14.4% | +33.2% | +18.0% |
| 1Y | +24.0% | -37.6% | +61.6% | +27.9% |
| 3Y | +42.1% | +8.0% | +34.1% | +34.3% |
| 5Y | +187.6% | -44.9% | +232.4% | +183.2% |
| All | +206.6% | +599.9% | -393.3% | +89.2% |
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 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