-2.0%
VIAV vs ZBH
+274.1%
-276.2%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.4% | +0.7% | +0.9% |
| 7D | +13.6% | -4.9% | +18.5% | +15.8% |
| 30D | +5.3% | -3.2% | +8.6% | +6.3% |
| 3M | -15.6% | +5.8% | -21.5% | -19.5% |
| 6M | +34.0% | +2.0% | +32.0% | +28.9% |
| YTD | +119.9% | +5.8% | +114.1% | +107.3% |
| 1Y | +235.2% | -7.9% | +243.1% | +232.2% |
| 3Y | +299.8% | -19.4% | +319.2% | +311.5% |
| 5Y | +140.1% | -29.5% | +169.6% | +158.0% |
| 10Y | +420.3% | -15.5% | +435.9% | +379.2% |
| All | -2.0% | +274.1% | -276.2% | -53.4% |
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