-28.7%
ZBH vs VRSN
+33.8%
-62.5%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.3% | -0.2% | +0.8% |
| 7D | -4.7% | +0.2% | -4.9% | -4.7% |
| 30D | -4.5% | +3.8% | -8.3% | -5.5% |
| 3M | +7.6% | +5.0% | +2.6% | +5.9% |
| 6M | +0.3% | +24.9% | -24.6% | -6.5% |
| YTD | +4.5% | +21.6% | -17.1% | -2.1% |
| 1Y | -9.4% | +2.4% | -11.8% | -10.4% |
| 3Y | -21.5% | +47.3% | -68.8% | -33.0% |
| All | -28.7% | +33.8% | -62.5% | -38.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 5y: compounded portfolio wealth divided by compounded VRSN 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…
5y analysis · Full analysis span regression · 6 months rolling