+172.9%
VRTX vs ZBRA
-40.9%
+213.8%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.2% | -1.0% | -1.2% |
| 7D | -7.8% | -3.8% | -4.0% | -7.3% |
| 30D | -2.8% | -10.2% | +7.3% | -1.4% |
| 3M | +18.1% | +58.7% | -40.6% | +9.8% |
| 6M | +3.1% | +61.9% | -58.8% | -4.8% |
| YTD | +13.5% | +41.7% | -28.2% | +6.4% |
| 1Y | +32.4% | +12.4% | +20.1% | +28.2% |
| 3Y | +50.0% | +34.2% | +15.8% | +40.8% |
| 5Y | +172.9% | -40.8% | +213.6% | +185.7% |
| All | +172.9% | -40.9% | +213.8% | +185.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling