+2,260.0%
VGT vs ZBH
+46.8%
+2,213.2%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.5% | -0.3% |
| 7D | +1.5% | -4.9% | +6.4% | +3.3% |
| 30D | +0.5% | -3.2% | +3.8% | +1.6% |
| 3M | +5.3% | +5.8% | -0.6% | +2.1% |
| 6M | +32.4% | +2.0% | +30.5% | +29.5% |
| YTD | +28.6% | +5.8% | +22.8% | +23.6% |
| 1Y | +37.6% | -7.9% | +45.6% | +38.0% |
| 3Y | +125.5% | -19.4% | +144.9% | +132.4% |
| 5Y | +135.2% | -29.5% | +164.7% | +152.7% |
| 10Y | +812.9% | -15.5% | +828.4% | +762.0% |
| All | +2,260.0% | +46.8% | +2,213.2% | +1,441.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling