+80.6%
VTV vs ZBH
-28.6%
+109.3%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.1% | -0.4% | +0.5% |
| 7D | -1.1% | -4.7% | +3.6% | 0.0% |
| 30D | -1.0% | -4.5% | +3.5% | 0.0% |
| 3M | +4.6% | +7.6% | -2.9% | +2.5% |
| 6M | +13.5% | +0.3% | +13.2% | +12.7% |
| YTD | +18.5% | +4.5% | +14.0% | +16.2% |
| 1Y | +22.9% | -9.4% | +32.3% | +24.5% |
| 3Y | +67.8% | -21.5% | +89.3% | +75.7% |
| All | +80.6% | -28.6% | +109.3% | +87.4% |
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