+59.9%
ZBH vs VO
+825.5%
-765.6%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.9% | -1.8% | -2.1% |
| 7D | -2.1% | +2.9% | -5.1% | -4.2% |
| 30D | +13.6% | +1.0% | +12.6% | +12.8% |
| 3M | +7.1% | -1.7% | +8.8% | +8.5% |
| 6M | +26.1% | +6.7% | +19.4% | +20.0% |
| YTD | +17.2% | +14.0% | +3.2% | +6.1% |
| 1Y | +17.4% | +13.7% | +3.7% | +6.5% |
| 3Y | +2.0% | +65.8% | -63.8% | -31.2% |
| 5Y | -15.0% | +36.6% | -51.6% | -34.1% |
| 10Y | +19.4% | +198.9% | -179.6% | -47.8% |
| All | +59.9% | +825.5% | -765.6% | -73.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling