-51.4%
VG vs ZBH
-2.9%
-48.5%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.3% | 0.0% |
| 7D | -22.0% | +11.7% | -33.8% | -21.7% |
| 30D | -11.6% | +19.3% | -31.0% | -11.5% |
| 3M | -14.9% | +8.9% | -23.8% | -14.4% |
| 6M | -3.5% | +28.2% | -31.7% | -4.9% |
| YTD | +70.0% | +18.4% | +51.6% | +67.8% |
| 1Y | +50.0% | +20.6% | +29.4% | +47.4% |
| All | -51.4% | -2.9% | -48.5% | -48.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling