+192.7%
VSH vs ZBH
-16.2%
+208.9%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.1% | +5.0% | +5.6% |
| 7D | +4.8% | -4.7% | +9.4% | +7.1% |
| 30D | -0.7% | -4.5% | +3.8% | +1.2% |
| 3M | -43.1% | +7.6% | -50.6% | -46.4% |
| 6M | +91.8% | +0.3% | +91.5% | +85.8% |
| YTD | +131.6% | +4.5% | +127.1% | +119.2% |
| 1Y | +118.1% | -9.4% | +127.5% | +120.7% |
| 3Y | +40.9% | -21.5% | +62.4% | +51.3% |
| 5Y | +75.8% | -28.4% | +104.2% | +93.9% |
| All | +192.7% | -16.2% | +208.9% | +183.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling