+543.1%
VEEV vs ZBH
-16.2%
+559.3%
-55.7%
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% | +0.2% |
| 7D | -4.6% | -4.7% | +0.1% | -3.1% |
| 30D | +8.6% | -4.5% | +13.1% | +10.2% |
| 3M | +62.4% | +7.6% | +54.9% | +58.1% |
| 6M | +40.3% | +0.3% | +40.0% | +39.1% |
| YTD | +17.5% | +4.5% | +13.0% | +14.6% |
| 1Y | -6.1% | -9.4% | +3.3% | -4.6% |
| 3Y | +16.7% | -21.5% | +38.2% | +22.7% |
| 5Y | -13.3% | -28.4% | +15.1% | -7.0% |
| All | +543.1% | -16.2% | +559.3% | +491.1% |
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