-50.0%
VTRS vs ZBH
-16.2%
-33.8%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.3% | +0.4% |
| 7D | -2.2% | -4.7% | +2.5% | -0.4% |
| 30D | +3.3% | -4.5% | +7.8% | +5.0% |
| 3M | +2.0% | +7.6% | -5.6% | -1.2% |
| 6M | +19.9% | +0.3% | +19.7% | +18.7% |
| YTD | +35.7% | +4.5% | +31.2% | +31.9% |
| 1Y | +68.1% | -9.4% | +77.5% | +71.1% |
| 3Y | +87.1% | -21.5% | +108.6% | +99.0% |
| 5Y | +47.6% | -28.4% | +76.0% | +59.8% |
| All | -50.0% | -16.2% | -33.8% | -50.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling