+9,127.7%
VLO vs ZBH
+287.8%
+8,839.9%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +0.4% |
| 7D | +5.2% | -2.8% | +8.0% | +6.7% |
| 30D | +22.6% | -0.1% | +22.7% | +22.6% |
| 3M | +43.8% | +13.4% | +30.3% | +33.8% |
| 6M | +65.7% | +3.0% | +62.8% | +60.1% |
| YTD | +131.1% | +9.7% | +121.4% | +115.9% |
| 1Y | +143.6% | -5.4% | +149.0% | +141.6% |
| 3Y | +201.4% | -15.6% | +217.0% | +208.6% |
| 5Y | +568.9% | -28.1% | +597.0% | +619.8% |
| 10Y | +891.8% | -15.2% | +907.0% | +862.8% |
| All | +9,127.7% | +287.8% | +8,839.9% | +4,790.3% |
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