+23.6%
VRT vs ZBH
+16.6%
+7.0%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.3% | -2.3% | -3.9% |
| 7D | +10.5% | -2.3% | +12.8% | +10.0% |
| 30D | -9.3% | +12.5% | -21.8% | -6.4% |
| 3M | -29.6% | +3.9% | -33.5% | -27.7% |
| 6M | -45.4% | +25.4% | -70.8% | -46.0% |
| YTD | +24.8% | +15.7% | +9.1% | +30.3% |
| 1Y | +23.6% | +15.2% | +8.4% | +28.9% |
| All | +23.6% | +16.6% | +7.0% | +28.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling