+2,723.0%
VRT vs ZBH
-13.5%
+2,736.5%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.9% | +5.2% | +4.7% |
| 7D | +9.1% | -2.8% | +11.9% | +10.3% |
| 30D | +0.9% | -0.1% | +1.0% | +0.8% |
| 3M | -13.4% | +13.4% | -26.8% | -18.9% |
| 6M | +11.7% | +3.0% | +8.7% | +8.4% |
| YTD | +73.2% | +9.7% | +63.6% | +63.6% |
| 1Y | +123.4% | -5.4% | +128.8% | +121.4% |
| 3Y | +606.2% | -15.6% | +621.7% | +605.8% |
| 5Y | +899.9% | -28.1% | +928.0% | +976.6% |
| All | +2,723.0% | -13.5% | +2,736.5% | +2,255.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling