+349.1%
VT vs ZBH
+81.6%
+267.4%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.4% | +0.7% |
| 7D | -2.3% | +11.7% | -14.0% | -6.9% |
| 30D | -5.0% | +19.3% | -24.3% | -12.0% |
| 3M | -4.9% | +8.9% | -13.8% | -8.9% |
| 6M | -1.5% | +28.2% | -29.7% | -12.6% |
| YTD | +8.5% | +18.4% | -9.9% | -1.2% |
| 1Y | +11.4% | +20.6% | -9.2% | +0.5% |
| 3Y | +70.1% | -0.6% | +70.7% | +60.8% |
| 5Y | +53.7% | -19.7% | +73.5% | +57.1% |
| 10Y | +220.0% | +14.7% | +205.2% | +150.6% |
| All | +349.1% | +81.6% | +267.4% | +135.0% |
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