+82.7%
VTRS vs ZYBT
-37.3%
+120.0%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.7% | -2.0% | -1.3% |
| 7D | -1.2% | -3.5% | +2.3% | -1.2% |
| 30D | +8.2% | +24.3% | -16.2% | +8.2% |
| 3M | +8.3% | -41.5% | +49.8% | +8.2% |
| 6M | +24.1% | +58.6% | -34.6% | +26.8% |
| YTD | +56.0% | +20.0% | +36.0% | +57.4% |
| 1Y | +82.7% | -35.2% | +117.9% | +87.2% |
| All | +82.7% | -37.3% | +120.0% | +87.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ZYBT.
Daily Out/Under-Performance
Portfolio return minus ZYBT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZYBT 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 ZYBT 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