+32.3%
VSH vs ZBH
-21.6%
+53.9%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.3% | +1.0% | -0.7% |
| 7D | +2.8% | -6.6% | +9.3% | +4.6% |
| 30D | -6.0% | -4.9% | -1.1% | -4.9% |
| 3M | -42.6% | +5.1% | -47.8% | -44.8% |
| 6M | +82.1% | +1.3% | +80.8% | +77.5% |
| YTD | +117.5% | +3.4% | +114.2% | +110.2% |
| 1Y | +109.0% | -8.7% | +117.7% | +112.3% |
| All | +32.3% | -21.6% | +53.9% | +41.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling