-8.2%
VFC vs ZBH
-5.6%
-2.6%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.9% | +3.2% | +2.6% |
| 7D | -1.6% | -2.8% | +1.2% | -0.9% |
| 30D | -11.6% | -0.1% | -11.5% | -11.5% |
| 3M | -18.1% | +13.4% | -31.5% | -20.2% |
| 6M | -27.4% | +3.0% | -30.3% | -28.2% |
| YTD | -24.8% | +9.7% | -34.5% | -26.2% |
| 1Y | -8.2% | -5.4% | -2.8% | -10.5% |
| All | -8.2% | -5.6% | -2.6% | -10.5% |
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 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