+177.1%
VRTX vs ZS
-40.8%
+217.8%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.6% | -4.0% | -1.7% |
| 7D | -6.4% | -3.8% | -2.6% | -6.1% |
| 30D | -0.5% | -6.0% | +5.5% | -0.2% |
| 3M | +16.9% | +32.0% | -15.1% | +14.2% |
| 6M | +13.1% | +2.1% | +10.9% | +11.5% |
| YTD | +14.9% | -26.2% | +41.1% | +16.6% |
| 1Y | +31.4% | -41.2% | +72.6% | +35.9% |
| 3Y | +51.9% | +3.3% | +48.6% | +47.5% |
| 5Y | +177.1% | -40.7% | +217.8% | +156.8% |
| All | +177.1% | -40.8% | +217.8% | +156.8% |
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