+63.4%
VSH vs ZBH
+11.3%
+52.0%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +13.5% | -18.6% | -2.8% |
| 7D | -13.6% | +14.3% | -27.9% | -11.4% |
| 30D | -30.4% | +20.3% | -50.6% | -28.1% |
| 3M | -33.3% | +15.3% | -48.5% | -31.3% |
| 6M | -15.1% | +33.9% | -49.0% | -15.8% |
| YTD | +80.2% | +23.5% | +56.7% | +85.4% |
| 1Y | +63.4% | +7.9% | +55.5% | +76.0% |
| All | +63.4% | +11.3% | +52.0% | +76.0% |
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