+386.3%
VNQ vs ZBH
+40.4%
+345.9%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.1% | -0.4% | +0.2% |
| 7D | -1.3% | -4.7% | +3.4% | +0.8% |
| 30D | -2.6% | -4.5% | +1.9% | -0.7% |
| 3M | -2.0% | +7.6% | -9.6% | -5.7% |
| 6M | +4.3% | +0.3% | +4.0% | +2.9% |
| YTD | +9.2% | +4.5% | +4.7% | +5.4% |
| 1Y | +5.6% | -9.4% | +15.0% | +7.5% |
| 3Y | +30.8% | -21.5% | +52.3% | +39.1% |
| 5Y | +8.0% | -28.4% | +36.4% | +17.1% |
| 10Y | +63.7% | -16.5% | +80.2% | +51.8% |
| All | +386.3% | +40.4% | +345.9% | +165.7% |
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