+124.8%
VGT vs ZBH
-20.7%
+145.5%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.1% | +0.1% | +1.2% |
| 7D | -0.2% | -4.7% | +4.5% | 0.0% |
| 30D | -0.4% | -4.5% | +4.1% | -0.3% |
| 3M | +4.4% | +7.6% | -3.1% | +3.7% |
| 6M | +32.1% | +0.3% | +31.8% | +32.0% |
| YTD | +28.8% | +4.5% | +24.3% | +28.1% |
| 1Y | +35.3% | -9.4% | +44.7% | +36.5% |
| 3Y | +124.8% | -21.5% | +146.2% | +137.2% |
| All | +124.8% | -20.7% | +145.5% | +137.2% |
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