-3.2%
ZBH vs VLTO
+56.4%
-59.6%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.6% | -1.9% | -1.5% |
| 7D | -2.3% | +1.0% | -3.2% | -2.6% |
| 30D | +12.5% | +17.5% | -5.0% | +6.2% |
| 3M | +3.9% | +21.4% | -17.5% | -3.0% |
| 6M | +25.4% | +38.1% | -12.7% | +12.1% |
| YTD | +15.7% | +19.0% | -3.3% | +7.9% |
| 1Y | +15.2% | +20.7% | -5.5% | +6.9% |
| 3Y | +0.3% | +64.3% | -63.9% | -11.7% |
| All | -3.2% | +56.4% | -59.6% | -14.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling