+646.4%
VMC vs ZBH
+272.6%
+373.8%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.9% | +2.3% | 0.0% |
| 7D | -0.5% | -5.2% | +4.7% | +1.7% |
| 30D | -9.1% | -2.4% | -6.7% | -8.2% |
| 3M | -4.1% | +8.3% | -12.4% | -7.5% |
| 6M | -5.5% | +0.7% | -6.2% | -6.6% |
| YTD | -8.9% | +5.3% | -14.3% | -12.0% |
| 1Y | -12.9% | -9.1% | -3.9% | -11.1% |
| 3Y | +22.1% | -19.7% | +41.8% | +28.3% |
| 5Y | +52.7% | -31.3% | +84.0% | +69.0% |
| 10Y | +152.7% | -18.9% | +171.7% | +143.7% |
| All | +646.4% | +272.6% | +373.8% | +287.8% |
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 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