+7.9%
ZBH vs VYM
+21.8%
-13.9%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.5% | +1.2% | +12.3% | +12.2% |
| 7D | +14.3% | +1.2% | +13.1% | +13.1% |
| 30D | +20.3% | +5.2% | +15.1% | +15.0% |
| 3M | +15.3% | +0.5% | +14.7% | +14.6% |
| 6M | +33.9% | +7.7% | +26.2% | +25.5% |
| YTD | +23.5% | +17.2% | +6.3% | +7.7% |
| 1Y | +7.9% | +21.7% | -13.8% | -8.6% |
| All | +7.9% | +21.8% | -13.9% | -8.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 1y: compounded portfolio wealth divided by compounded VYM 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…
1y analysis · Full analysis span regression · 6 months rolling