+612.7%
VEEV vs ZBH
+24.4%
+588.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -3.9% | +0.2% | -2.4% |
| 7D | -5.2% | -5.2% | +0.1% | -3.4% |
| 30D | +14.9% | -2.4% | +17.3% | +15.8% |
| 3M | +58.4% | +8.3% | +50.1% | +53.7% |
| 6M | +35.5% | +0.7% | +34.8% | +34.2% |
| YTD | +18.6% | +5.3% | +13.3% | +15.3% |
| 1Y | -6.3% | -9.1% | +2.7% | -4.9% |
| 3Y | +20.2% | -19.7% | +39.9% | +25.4% |
| 5Y | -13.8% | -31.3% | +17.5% | -6.0% |
| 10Y | +542.0% | -18.9% | +561.0% | +511.5% |
| All | +612.7% | +24.4% | +588.3% | +596.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling