-100.0%
VIVK vs ZBH
+11.3%
-111.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -27.5% | +13.5% | -40.9% | -32.3% |
| 7D | -68.7% | +14.3% | -82.9% | -70.6% |
| 30D | -90.0% | +20.3% | -110.3% | -91.0% |
| 3M | -98.1% | +15.3% | -113.3% | -98.2% |
| 6M | -99.9% | +33.9% | -133.9% | -99.9% |
| YTD | -99.9% | +23.5% | -123.4% | -99.9% |
| 1Y | -100.0% | +7.9% | -107.9% | -100.0% |
| All | -100.0% | +11.3% | -111.3% | -100.0% |
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