+87.1%
VTRS vs ZBRA
+35.9%
+51.2%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.8% | -1.1% | +0.4% |
| 7D | -2.2% | -3.4% | +1.2% | -1.5% |
| 30D | +3.3% | -7.4% | +10.7% | +5.0% |
| 3M | +2.0% | +57.5% | -55.5% | -9.6% |
| 6M | +19.9% | +64.0% | -44.0% | +4.6% |
| YTD | +35.7% | +44.3% | -8.6% | +21.5% |
| 1Y | +68.1% | +10.9% | +57.2% | +60.9% |
| 3Y | +87.1% | +37.5% | +49.6% | +58.7% |
| All | +87.1% | +35.9% | +51.2% | +58.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling