-20.9%
ZBH vs VO
+57.3%
-78.2%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.6% | -3.4% | -3.6% |
| 7D | -5.2% | +0.6% | -5.8% | -5.6% |
| 30D | -2.4% | -1.1% | -1.3% | -1.8% |
| 3M | +8.3% | +4.5% | +3.7% | +5.5% |
| 6M | +0.7% | +11.1% | -10.4% | -5.4% |
| YTD | +5.3% | +13.5% | -8.2% | -2.3% |
| 1Y | -9.1% | +14.5% | -23.6% | -16.2% |
| All | -20.9% | +57.3% | -78.2% | -41.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 3y: compounded portfolio wealth divided by compounded VO 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…
3y analysis · Full analysis span regression · 6 months rolling