-3.3%
LVS vs ZBH
-16.2%
+12.9%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.1% | -0.6% | 0.0% |
| 7D | -3.5% | -4.7% | +1.2% | -1.3% |
| 30D | -6.2% | -4.5% | -1.7% | -4.2% |
| 3M | -14.8% | +7.6% | -22.4% | -18.2% |
| 6M | -20.9% | +0.3% | -21.1% | -22.0% |
| YTD | -33.0% | +4.5% | -37.6% | -35.6% |
| 1Y | -20.0% | -9.4% | -10.6% | -18.6% |
| 3Y | -6.9% | -21.5% | +14.6% | -0.2% |
| 5Y | +9.1% | -28.4% | +37.5% | +20.7% |
| All | -3.3% | -16.2% | +12.9% | -8.5% |
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