+2,486.9%
VRT vs ZBH
-17.5%
+2,504.4%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.1% | +2.5% | +3.2% |
| 7D | -8.4% | -4.7% | -3.7% | -6.7% |
| 30D | -10.9% | -4.5% | -6.4% | -9.5% |
| 3M | -13.7% | +7.6% | -21.3% | -17.5% |
| 6M | -4.1% | +0.3% | -4.4% | -6.1% |
| YTD | +58.7% | +4.5% | +54.2% | +52.6% |
| 1Y | +89.6% | -9.4% | +99.0% | +91.0% |
| 3Y | +558.1% | -21.5% | +579.6% | +580.7% |
| 5Y | +953.0% | -28.4% | +981.4% | +1,027.5% |
| All | +2,486.9% | -17.5% | +2,504.4% | +2,097.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 ZBH 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