+710.1%
VTV vs ZBH
+43.4%
+666.7%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.3% | +1.6% | +0.1% |
| 7D | -2.1% | -6.6% | +4.5% | +0.4% |
| 30D | -1.3% | -4.9% | +3.6% | +0.4% |
| 3M | +5.6% | +5.1% | +0.5% | +3.1% |
| 6M | +12.4% | +1.3% | +11.0% | +10.5% |
| YTD | +17.6% | +3.4% | +14.3% | +14.6% |
| 1Y | +23.5% | -8.7% | +32.2% | +24.9% |
| 3Y | +67.0% | -21.2% | +88.2% | +75.3% |
| 5Y | +80.5% | -29.2% | +109.7% | +93.6% |
| 10Y | +230.6% | -17.5% | +248.1% | +214.2% |
| All | +710.1% | +43.4% | +666.7% | +420.6% |
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