+89.7%
VTRS vs ZBRA
+25.3%
+64.4%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | +1.5% |
| 7D | +2.4% | -13.6% | +16.0% | +4.0% |
| 30D | +9.1% | -11.5% | +20.6% | +10.4% |
| 3M | +9.4% | -9.9% | +19.3% | +10.4% |
| 6M | +28.3% | +48.6% | -20.3% | +18.6% |
| YTD | +58.0% | +36.9% | +21.1% | +45.2% |
| 1Y | +89.7% | +27.7% | +62.0% | +77.5% |
| All | +89.7% | +25.3% | +64.4% | +77.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling