+878.9%
IVV vs ZBH
+318.7%
+560.3%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.2% | +1.5% | +0.7% |
| 7D | -2.7% | +11.7% | -14.4% | -6.5% |
| 30D | -5.4% | +19.3% | -24.7% | -11.2% |
| 3M | -4.1% | +8.9% | -13.0% | -7.4% |
| 6M | +0.7% | +28.2% | -27.4% | -8.7% |
| YTD | +8.7% | +18.4% | -9.6% | +0.7% |
| 1Y | +11.0% | +20.6% | -9.6% | +2.0% |
| 3Y | +75.4% | -0.6% | +76.0% | +67.9% |
| 5Y | +68.3% | -19.7% | +88.1% | +71.9% |
| 10Y | +315.5% | +14.7% | +300.8% | +255.6% |
| All | +878.9% | +318.7% | +560.3% | +432.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling