+953.6%
VRT vs ZBH
-31.0%
+984.6%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +0.4% | -10.0% | -9.7% |
| 7D | +2.4% | -4.9% | +7.3% | +3.6% |
| 30D | -2.7% | -3.2% | +0.6% | -2.1% |
| 3M | -9.2% | +5.8% | -15.0% | -11.5% |
| 6M | -0.5% | +2.0% | -2.5% | -2.1% |
| YTD | +62.3% | +5.8% | +56.6% | +57.8% |
| 1Y | +109.6% | -7.9% | +117.5% | +110.7% |
| 3Y | +573.1% | -19.4% | +592.4% | +594.1% |
| 5Y | +953.6% | -29.5% | +983.1% | +924.7% |
| All | +953.6% | -31.0% | +984.6% | +924.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling