+67.7%
V vs ZBH
-31.0%
+98.7%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.8% | -0.5% |
| 7D | -2.9% | -4.9% | +2.0% | -1.5% |
| 30D | +1.9% | -3.2% | +5.1% | +2.8% |
| 3M | +13.2% | +5.8% | +7.4% | +11.2% |
| 6M | +16.7% | +2.0% | +14.8% | +15.4% |
| YTD | +5.4% | +5.8% | -0.4% | +2.8% |
| 1Y | +7.7% | -7.9% | +15.6% | +9.0% |
| 3Y | +52.0% | -19.4% | +71.4% | +59.0% |
| 5Y | +67.7% | -29.5% | +97.2% | +80.0% |
| All | +67.7% | -31.0% | +98.7% | +80.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling