+491.0%
VTRS vs ZBRA
+8,909.5%
-8,418.5%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +4.9% |
| 3M | +2.0% | +57.5% | -55.5% | -8.2% |
| 6M | +19.9% | +64.0% | -44.0% | +6.7% |
| YTD | +35.7% | +44.3% | -8.6% | +23.5% |
| 1Y | +68.1% | +10.9% | +57.2% | +60.8% |
| 3Y | +87.1% | +37.5% | +49.6% | +67.8% |
| 5Y | +47.6% | -39.7% | +87.3% | +52.3% |
| 10Y | -48.2% | +429.9% | -478.1% | -65.3% |
| All | +491.0% | +8,909.5% | -8,418.5% | +131.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling