+470.4%
VRTX vs ZBRA
+382.3%
+88.1%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.9% | -2.7% | -1.1% |
| 7D | -1.6% | +0.6% | -2.2% | -1.7% |
| 30D | +8.0% | -14.0% | +22.1% | +11.2% |
| 3M | +4.3% | -14.7% | +18.9% | +7.4% |
| 6M | +18.9% | +31.3% | -12.4% | +10.9% |
| YTD | +18.8% | +33.4% | -14.6% | +9.5% |
| 1Y | +24.0% | +34.1% | -10.2% | +14.1% |
| 3Y | +42.1% | +59.9% | -17.8% | +22.4% |
| 5Y | +187.6% | -45.3% | +232.8% | +211.5% |
| All | +470.4% | +382.3% | +88.1% | +279.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 10y: compounded portfolio wealth divided by compounded ZBRA 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…
10y analysis · Full analysis span regression · 6 months rolling