+822.6%
VOO vs ZBH
+124.0%
+698.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.9% | +3.4% | +0.8% |
| 7D | +0.5% | -5.2% | +5.8% | +2.4% |
| 30D | -0.9% | -2.4% | +1.5% | -0.2% |
| 3M | +3.9% | +8.3% | -4.4% | +0.4% |
| 6M | +14.5% | +0.7% | +13.9% | +13.0% |
| YTD | +13.0% | +5.3% | +7.6% | +9.3% |
| 1Y | +19.4% | -9.1% | +28.5% | +20.9% |
| 3Y | +78.9% | -19.7% | +98.6% | +85.8% |
| 5Y | +82.3% | -31.3% | +113.6% | +97.9% |
| 10Y | +314.2% | -18.9% | +333.2% | +295.3% |
| All | +822.6% | +124.0% | +698.7% | +436.5% |
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