+231.9%
VLO vs ZBH
-0.3%
+232.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.3% | +2.6% | +1.4% |
| 7D | +9.6% | -2.3% | +11.9% | +9.9% |
| 30D | -17.4% | +12.5% | -29.9% | -18.7% |
| 3M | +10.8% | +3.9% | +6.8% | +10.3% |
| 6M | +56.9% | +25.4% | +31.5% | +50.9% |
| YTD | +136.8% | +15.7% | +121.1% | +130.0% |
| 1Y | +120.7% | +15.2% | +105.5% | +114.4% |
| 3Y | +231.9% | +0.3% | +231.6% | +215.8% |
| All | +231.9% | -0.3% | +232.3% | +215.8% |
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