-17.4%
ZBH vs VOO
+325.3%
-342.7%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.3% | +0.5% |
| 7D | -4.7% | -0.8% | -3.9% | -4.1% |
| 30D | -4.5% | -1.1% | -3.4% | -3.7% |
| 3M | +7.6% | +3.9% | +3.7% | +4.1% |
| 6M | +0.3% | +13.6% | -13.4% | -10.0% |
| YTD | +4.5% | +12.7% | -8.2% | -5.7% |
| 1Y | -9.4% | +17.6% | -27.0% | -21.2% |
| 3Y | -21.5% | +77.3% | -98.8% | -53.2% |
| 5Y | -28.4% | +84.1% | -112.5% | -59.1% |
| All | -17.4% | +325.3% | -342.7% | -79.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling