+270.9%
ZBH vs VRSN
+675.4%
-404.5%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.3% | +0.1% |
| 7D | -4.9% | -1.0% | -3.9% | -4.7% |
| 30D | -3.2% | -1.9% | -1.3% | -2.9% |
| 3M | +5.8% | +1.4% | +4.5% | +5.5% |
| 6M | +2.0% | +19.0% | -17.1% | -1.4% |
| YTD | +5.8% | +19.2% | -13.4% | +2.0% |
| 1Y | -7.9% | +1.7% | -9.6% | -8.8% |
| 3Y | -19.4% | +41.4% | -60.8% | -25.2% |
| 5Y | -29.5% | +31.7% | -61.2% | -34.2% |
| 10Y | -15.5% | +290.3% | -305.8% | -33.8% |
| All | +270.9% | +675.4% | -404.5% | +131.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling