+24.3%
VZ vs ZBH
-9.7%
+34.0%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.9% | +4.5% | +1.2% |
| 7D | +0.2% | -5.2% | +5.4% | +1.1% |
| 30D | +7.1% | -2.4% | +9.5% | +7.6% |
| 3M | +12.8% | +8.3% | +4.6% | +11.7% |
| 6M | +1.8% | +0.7% | +1.1% | +1.3% |
| YTD | +30.0% | +5.3% | +24.6% | +28.0% |
| 1Y | +24.3% | -9.1% | +33.4% | +23.3% |
| All | +24.3% | -9.7% | +34.0% | +23.3% |
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