-11.9%
ZBH vs VLTO
+26.2%
-38.0%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.8% | -3.1% | -3.6% |
| 7D | -5.2% | -1.6% | -3.6% | -4.7% |
| 30D | -2.4% | -2.9% | +0.4% | -1.5% |
| 3M | +8.3% | +12.7% | -4.4% | +4.1% |
| 6M | +0.7% | +1.6% | -0.9% | -0.2% |
| YTD | +5.3% | -4.0% | +9.3% | +6.0% |
| 1Y | -9.1% | -10.2% | +1.1% | -6.7% |
| All | -11.9% | +26.2% | -38.0% | -15.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 10y: compounded portfolio wealth divided by compounded VLTO 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…
10y analysis · Full analysis span regression · 6 months rolling