+32.1%
VSH vs ZBH
-0.3%
+32.4%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.3% | -2.9% | -4.0% |
| 7D | +14.3% | -2.3% | +16.6% | +15.0% |
| 30D | -7.9% | +12.5% | -20.3% | -10.0% |
| 3M | -19.9% | +3.9% | -23.8% | -20.4% |
| 6M | -30.5% | +25.4% | -56.0% | -36.6% |
| YTD | +85.7% | +15.7% | +70.0% | +75.0% |
| 1Y | +98.9% | +15.2% | +83.8% | +87.8% |
| 3Y | +32.1% | +0.3% | +31.7% | +23.7% |
| All | +32.1% | -0.3% | +32.4% | +23.7% |
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