+484.0%
V vs ZBH
+17.7%
+466.3%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.3% | +2.6% | +1.8% |
| 7D | +0.9% | -2.3% | +3.2% | +1.8% |
| 30D | +9.0% | +12.5% | -3.5% | +3.6% |
| 3M | +16.7% | +3.9% | +12.8% | +14.3% |
| 6M | +33.4% | +25.4% | +8.0% | +20.6% |
| YTD | +22.4% | +15.7% | +6.7% | +13.2% |
| 1Y | +27.7% | +15.2% | +12.5% | +18.3% |
| 3Y | +78.0% | +0.3% | +77.6% | +68.9% |
| 5Y | +108.5% | -16.1% | +124.6% | +110.8% |
| All | +484.0% | +17.7% | +466.3% | +390.1% |
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