+73.3%
VZ vs ZBH
+19.2%
+54.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.7% | +2.6% | +0.4% |
| 7D | +0.9% | -2.1% | +3.1% | +1.3% |
| 30D | +6.9% | +13.6% | -6.6% | +4.2% |
| 3M | +0.6% | +7.1% | -6.5% | -1.0% |
| 6M | +0.3% | +26.1% | -25.8% | -4.4% |
| YTD | +21.9% | +17.2% | +4.7% | +17.4% |
| 1Y | +21.7% | +17.4% | +4.3% | +17.1% |
| 3Y | +58.5% | +2.0% | +56.5% | +55.1% |
| 5Y | +22.4% | -15.0% | +37.4% | +22.7% |
| All | +73.3% | +19.2% | +54.1% | +61.1% |
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