+55.6%
VFC vs ZBH
+11.3%
+44.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +13.5% | -9.0% | +1.2% |
| 7D | +21.5% | +14.3% | +7.2% | +17.5% |
| 30D | +46.7% | +20.3% | +26.4% | +40.3% |
| 3M | +38.4% | +15.3% | +23.1% | +33.5% |
| 6M | +15.2% | +33.9% | -18.7% | +9.1% |
| YTD | +17.8% | +23.5% | -5.7% | +13.1% |
| 1Y | +55.6% | +7.9% | +47.7% | +47.0% |
| All | +55.6% | +11.3% | +44.2% | +47.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling