+19.3%
ZBH vs VT
+223.7%
-204.4%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.6% | 0.0% | +0.4% |
| 7D | +11.3% | +0.4% | +10.9% | +11.1% |
| 30D | +21.5% | -2.6% | +24.1% | +24.3% |
| 3M | +12.5% | -3.2% | +15.7% | +15.6% |
| 6M | +32.3% | +0.9% | +31.3% | +30.3% |
| YTD | +21.4% | +11.3% | +10.1% | +9.6% |
| 1Y | +23.7% | +14.0% | +9.7% | +9.3% |
| 3Y | +7.0% | +75.8% | -68.8% | -37.6% |
| 5Y | -13.2% | +57.8% | -71.0% | -44.2% |
| 10Y | +19.3% | +219.8% | -200.5% | -63.3% |
| All | +19.3% | +223.7% | -204.4% | -63.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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