+2.0%
ZBH vs VICR
+14.5%
-12.5%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.9% | +5.3% | 0.0% |
| 7D | -4.9% | +1.3% | -6.2% | -4.8% |
| 30D | -3.2% | -11.9% | +8.7% | -4.0% |
| 3M | +5.8% | -35.1% | +41.0% | +3.2% |
| 6M | +2.0% | +8.1% | -6.2% | -3.7% |
| All | +2.0% | +14.5% | -12.5% | -3.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 6mo: compounded portfolio wealth divided by compounded VICR 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…
6mo analysis · Full analysis span regression · 6 months rolling