+2,308.7%
VTR vs ZBH
+265.6%
+2,043.1%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.3% | +3.5% | +2.2% |
| 7D | -1.8% | -6.6% | +4.7% | +1.1% |
| 30D | +4.0% | -4.9% | +8.9% | +6.2% |
| 3M | +7.8% | +5.1% | +2.7% | +4.9% |
| 6M | +6.4% | +1.3% | +5.0% | +4.1% |
| YTD | +18.3% | +3.4% | +15.0% | +14.5% |
| 1Y | +33.9% | -8.7% | +42.6% | +35.4% |
| 3Y | +134.3% | -21.2% | +155.5% | +146.8% |
| 5Y | +90.3% | -29.2% | +119.5% | +106.0% |
| 10Y | +100.1% | -17.5% | +117.6% | +97.4% |
| All | +2,308.7% | +265.6% | +2,043.1% | +1,220.7% |
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