+64.4%
VZ vs ZBH
-18.0%
+82.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.4% | -1.7% | -1.4% |
| 7D | -1.0% | -4.9% | +4.0% | 0.0% |
| 30D | +5.8% | -3.2% | +9.0% | +6.4% |
| 3M | +10.5% | +5.8% | +4.7% | +9.2% |
| 6M | +1.8% | +2.0% | -0.2% | +1.0% |
| YTD | +28.3% | +5.8% | +22.5% | +26.3% |
| 1Y | +22.0% | -7.9% | +29.9% | +22.8% |
| 3Y | +81.8% | -19.4% | +101.2% | +86.2% |
| 5Y | +25.3% | -29.5% | +54.8% | +30.0% |
| 10Y | +64.4% | -15.5% | +79.9% | +58.7% |
| All | +64.4% | -18.0% | +82.3% | +58.7% |
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