+23.3%
VZ vs ZBH
+24.5%
-1.2%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.6% | -1.8% | +0.2% |
| 7D | +2.2% | +11.3% | -9.0% | -0.3% |
| 30D | +10.6% | +21.5% | -10.9% | +5.7% |
| 3M | -0.6% | +12.5% | -13.1% | -3.4% |
| 6M | +0.7% | +32.3% | -31.5% | -4.9% |
| YTD | +20.6% | +21.4% | -0.8% | +12.6% |
| All | +23.3% | +24.5% | -1.2% | +14.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling