+969.4%
VTI vs ZBH
+274.1%
+695.3%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.4% | -1.0% | -0.7% |
| 7D | -0.4% | -4.9% | +4.6% | +1.4% |
| 30D | -1.6% | -3.2% | +1.7% | -0.5% |
| 3M | +3.6% | +5.8% | -2.3% | +0.9% |
| 6M | +13.0% | +2.0% | +11.1% | +11.0% |
| YTD | +12.7% | +5.8% | +6.9% | +8.9% |
| 1Y | +18.4% | -7.9% | +26.3% | +19.2% |
| 3Y | +76.4% | -19.4% | +95.8% | +82.6% |
| 5Y | +73.7% | -29.5% | +103.2% | +86.3% |
| 10Y | +302.5% | -15.5% | +318.1% | +283.2% |
| All | +969.4% | +274.1% | +695.3% | +503.9% |
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 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