+605.1%
RVMD vs ZBH
-36.1%
+641.2%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.9% | -0.2% |
| 7D | -3.0% | -4.7% | +1.7% | -1.3% |
| 30D | -0.7% | -4.5% | +3.8% | +0.8% |
| 3M | +36.5% | +7.6% | +29.0% | +31.6% |
| 6M | +104.6% | +0.3% | +104.3% | +101.2% |
| YTD | +155.8% | +4.5% | +151.3% | +146.0% |
| 1Y | +340.7% | -9.4% | +350.1% | +345.7% |
| 3Y | +519.9% | -21.5% | +541.4% | +554.4% |
| 5Y | +584.9% | -28.4% | +613.3% | +637.6% |
| All | +605.1% | -36.1% | +641.2% | +570.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling