+644.6%
VRT vs ZBH
-19.5%
+664.1%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -3.9% | +7.6% | +3.2% |
| 7D | +13.6% | -5.2% | +18.8% | +13.0% |
| 30D | +6.8% | -2.4% | +9.2% | +6.5% |
| 3M | -3.2% | +8.3% | -11.5% | -2.6% |
| 6M | +20.3% | +0.7% | +19.7% | +21.1% |
| YTD | +79.6% | +5.3% | +74.2% | +81.7% |
| 1Y | +139.0% | -9.1% | +148.1% | +138.6% |
| 3Y | +644.6% | -19.7% | +664.3% | +671.3% |
| All | +644.6% | -19.5% | +664.1% | +671.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling