+377.4%
VT vs ZBH
+68.2%
+309.2%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.8% | +0.3% |
| 7D | +0.4% | -2.8% | +3.3% | +1.6% |
| 30D | +1.0% | -0.1% | +1.1% | +0.9% |
| 3M | +2.4% | +13.4% | -11.0% | -3.6% |
| 6M | +12.0% | +3.0% | +9.0% | +9.1% |
| YTD | +15.3% | +9.7% | +5.7% | +9.1% |
| 1Y | +22.6% | -5.4% | +28.0% | +22.1% |
| 3Y | +74.7% | -15.6% | +90.2% | +78.0% |
| 5Y | +66.1% | -28.1% | +94.3% | +78.4% |
| 10Y | +225.0% | -15.2% | +240.2% | +196.2% |
| All | +377.4% | +68.2% | +309.2% | +159.7% |
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