+49.6%
ZBH vs VO
+827.2%
-777.7%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.7% | -0.7% |
| 7D | -2.8% | -0.3% | -2.5% | -2.6% |
| 30D | -0.1% | -0.3% | +0.2% | +0.1% |
| 3M | +13.4% | +2.9% | +10.5% | +10.9% |
| 6M | +3.0% | +9.3% | -6.4% | -3.8% |
| YTD | +9.7% | +14.2% | -4.5% | -0.9% |
| 1Y | -5.4% | +15.3% | -20.7% | -15.2% |
| 3Y | -15.6% | +56.2% | -71.8% | -40.5% |
| 5Y | -28.1% | +42.4% | -70.6% | -46.1% |
| 10Y | -15.2% | +194.7% | -210.0% | -62.6% |
| All | +49.6% | +827.2% | -777.7% | -74.8% |
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