+177.1%
VRTX vs ZBH
-31.0%
+208.0%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.4% | -1.9% | -1.6% |
| 7D | -6.4% | -4.9% | -1.5% | -5.5% |
| 30D | -0.5% | -3.2% | +2.7% | +0.1% |
| 3M | +16.9% | +5.8% | +11.1% | +15.4% |
| 6M | +13.1% | +2.0% | +11.1% | +12.1% |
| YTD | +14.9% | +5.8% | +9.2% | +13.0% |
| 1Y | +31.4% | -7.9% | +39.4% | +32.4% |
| 3Y | +51.9% | -19.4% | +71.3% | +55.9% |
| 5Y | +177.1% | -29.5% | +206.6% | +180.5% |
| All | +177.1% | -31.0% | +208.0% | +180.5% |
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