+425.8%
VRTX vs ZBRA
+425.5%
+0.3%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.2% | -1.0% | -1.2% |
| 7D | -7.8% | -3.8% | -4.0% | -7.0% |
| 30D | -2.8% | -10.2% | +7.3% | -0.7% |
| 3M | +18.1% | +58.7% | -40.6% | +6.1% |
| 6M | +3.1% | +61.9% | -58.8% | -8.4% |
| YTD | +13.5% | +41.7% | -28.2% | +3.2% |
| 1Y | +32.4% | +12.4% | +20.1% | +26.2% |
| 3Y | +50.0% | +34.2% | +15.8% | +33.9% |
| 5Y | +172.9% | -40.8% | +213.6% | +191.1% |
| All | +425.8% | +425.5% | +0.3% | +180.0% |
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