+112.0%
VSH vs ZBH
-5.6%
+117.6%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.9% | +5.3% | +4.4% |
| 7D | +4.1% | -2.8% | +6.9% | +4.0% |
| 30D | -4.2% | -0.1% | -4.1% | -4.2% |
| 3M | -50.0% | +13.4% | -63.4% | -51.2% |
| 6M | +80.2% | +3.0% | +77.2% | +82.4% |
| YTD | +121.1% | +9.7% | +111.4% | +119.3% |
| 1Y | +112.0% | -5.4% | +117.4% | +120.9% |
| All | +112.0% | -5.6% | +117.6% | +120.9% |
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