+43.6%
VMC vs ZBH
-16.1%
+59.7%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.3% | +0.7% | -0.1% |
| 7D | -1.3% | -2.3% | +1.0% | -0.5% |
| 30D | +15.5% | +12.5% | +3.0% | +10.9% |
| 3M | +0.6% | +3.9% | -3.3% | -1.0% |
| 6M | +2.1% | +25.4% | -23.4% | -5.5% |
| YTD | -1.6% | +15.7% | -17.3% | -7.1% |
| 1Y | -1.2% | +15.2% | -16.4% | -6.7% |
| 3Y | +35.3% | +0.3% | +35.0% | +29.8% |
| All | +43.6% | -16.1% | +59.7% | +48.4% |
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