+57.8%
ZBH vs VO
+825.6%
-767.8%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.3% |
| 7D | -2.3% | +3.1% | -5.4% | -4.5% |
| 30D | +12.5% | +2.2% | +10.3% | +10.8% |
| 3M | +3.9% | -2.5% | +6.4% | +5.9% |
| 6M | +25.4% | +7.0% | +18.5% | +19.2% |
| YTD | +15.7% | +14.0% | +1.7% | +4.8% |
| 1Y | +15.2% | +15.6% | -0.5% | +3.2% |
| 3Y | +0.3% | +66.2% | -65.8% | -32.4% |
| 5Y | -16.1% | +36.6% | -52.7% | -35.0% |
| 10Y | +17.8% | +199.0% | -181.1% | -48.5% |
| All | +57.8% | +825.6% | -767.8% | -73.3% |
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