+54.2%
VRTX vs ZS
+0.9%
+53.3%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -4.6% | +1.5% | -2.8% |
| 7D | -3.4% | -9.2% | +5.8% | -2.7% |
| 30D | +6.6% | -4.0% | +10.6% | +6.9% |
| 3M | +19.4% | +25.3% | -5.9% | +17.4% |
| 6M | +15.8% | -1.3% | +17.1% | +14.7% |
| YTD | +16.7% | -28.0% | +44.7% | +19.7% |
| 1Y | +33.8% | -42.5% | +76.3% | +40.6% |
| 3Y | +54.2% | +0.7% | +53.4% | +48.5% |
| All | +54.2% | +0.9% | +53.3% | +48.5% |
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 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