+46.8%
VMC vs ZBH
-31.2%
+77.9%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.3% | +2.6% | +1.0% |
| 7D | -3.7% | -6.6% | +2.9% | -1.6% |
| 30D | -12.8% | -4.9% | -7.8% | -11.4% |
| 3M | -7.9% | +5.1% | -13.0% | -9.4% |
| 6M | -7.5% | +1.3% | -8.9% | -8.3% |
| YTD | -11.6% | +3.4% | -15.0% | -13.2% |
| 1Y | -14.3% | -8.7% | -5.6% | -12.7% |
| 3Y | +18.5% | -21.2% | +39.7% | +25.4% |
| 5Y | +46.8% | -29.2% | +76.0% | +53.8% |
| All | +46.8% | -31.2% | +77.9% | +53.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling