+322.1%
IVV vs ZBH
-18.0%
+340.1%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.8% | -0.5% |
| 7D | -0.4% | -4.9% | +4.6% | +1.2% |
| 30D | -1.4% | -3.2% | +1.9% | -0.4% |
| 3M | +3.7% | +5.8% | -2.1% | +1.3% |
| 6M | +13.0% | +2.0% | +11.1% | +11.2% |
| YTD | +12.4% | +5.8% | +6.7% | +9.0% |
| 1Y | +18.6% | -7.9% | +26.5% | +19.5% |
| 3Y | +78.1% | -19.4% | +97.4% | +84.6% |
| 5Y | +82.3% | -29.5% | +111.8% | +95.2% |
| 10Y | +322.1% | -15.5% | +337.7% | +294.6% |
| All | +322.1% | -18.0% | +340.1% | +294.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 ZBH 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