+124.5%
ZBH vs VOO
+812.0%
-687.4%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.6% | -3.4% | -3.5% |
| 7D | -5.2% | +0.5% | -5.8% | -5.6% |
| 30D | -2.4% | -0.9% | -1.5% | -1.6% |
| 3M | +8.3% | +3.9% | +4.4% | +4.5% |
| 6M | +0.7% | +14.5% | -13.9% | -10.8% |
| YTD | +5.3% | +13.0% | -7.6% | -5.7% |
| 1Y | -9.1% | +19.4% | -28.5% | -22.6% |
| 3Y | -19.7% | +78.9% | -98.6% | -53.3% |
| 5Y | -31.3% | +82.3% | -113.6% | -61.2% |
| 10Y | -18.9% | +314.2% | -333.2% | -78.9% |
| All | +124.5% | +812.0% | -687.4% | -73.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling