+223.5%
VZ vs ZBH
+325.5%
-102.0%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.5% | +0.7% |
| 7D | +2.4% | +10.6% | -8.2% | -0.1% |
| 30D | +11.2% | +20.4% | -9.2% | +6.5% |
| 3M | 0.0% | +10.0% | -10.0% | -2.4% |
| 6M | +1.3% | +31.0% | -29.8% | -5.1% |
| YTD | +21.3% | +20.3% | +1.0% | +15.4% |
| 1Y | +23.9% | +22.2% | +1.7% | +17.5% |
| 3Y | +57.7% | +4.7% | +53.0% | +52.8% |
| 5Y | +21.2% | -13.7% | +34.9% | +21.0% |
| 10Y | +70.6% | +19.3% | +51.3% | +51.2% |
| All | +223.5% | +325.5% | -102.0% | +104.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling