+65.5%
VZ vs ZBH
+16.4%
+49.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.6% | -1.8% | +0.3% |
| 7D | +2.2% | +11.3% | -9.0% | 0.0% |
| 30D | +10.6% | +21.5% | -10.9% | +6.3% |
| 3M | -0.6% | +12.5% | -13.1% | -3.1% |
| 6M | +0.7% | +32.3% | -31.5% | -4.8% |
| YTD | +20.6% | +21.4% | -0.8% | +15.4% |
| 1Y | +22.7% | +23.7% | -1.0% | +16.9% |
| 3Y | +57.2% | +7.0% | +50.2% | +52.5% |
| 5Y | +21.4% | -13.2% | +34.6% | +21.1% |
| 10Y | +65.5% | +19.3% | +46.2% | +53.0% |
| All | +65.5% | +16.4% | +49.1% | +53.0% |
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 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