+59.9%
VT vs ZBH
-13.2%
+73.1%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.1% | +1.0% | +1.1% |
| 7D | -0.7% | -2.4% | +1.7% | -0.1% |
| 30D | -1.7% | +16.6% | -18.3% | -5.3% |
| 3M | -2.3% | +10.8% | -13.1% | -4.9% |
| 6M | +1.5% | +35.8% | -34.2% | -6.5% |
| YTD | +12.0% | +20.5% | -8.4% | +6.0% |
| 1Y | +12.9% | +22.7% | -9.9% | +6.1% |
| 3Y | +74.9% | +4.9% | +70.1% | +67.1% |
| 5Y | +59.9% | -12.8% | +72.7% | +60.9% |
| All | +59.9% | -13.2% | +73.1% | +60.9% |
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