-44.6%
VG vs ZBH
-5.1%
-39.5%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.3% | +0.4% | -1.0% |
| 7D | +14.0% | -2.3% | +16.2% | +13.8% |
| 30D | -1.0% | +12.5% | -13.4% | -0.7% |
| 3M | -2.7% | +3.9% | -6.6% | -2.1% |
| 6M | +1.5% | +25.4% | -23.9% | +0.1% |
| YTD | +93.7% | +15.7% | +78.0% | +91.0% |
| 1Y | +68.5% | +15.2% | +53.4% | +66.3% |
| All | -44.6% | -5.1% | -39.5% | -41.5% |
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 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