+73.1%
VSH vs ZBH
-28.6%
+101.7%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.1% | +5.0% | +5.7% |
| 7D | +4.8% | -4.7% | +9.4% | +6.5% |
| 30D | -0.7% | -4.5% | +3.8% | +0.7% |
| 3M | -43.1% | +7.6% | -50.6% | -45.9% |
| 6M | +91.8% | +0.3% | +91.5% | +87.3% |
| YTD | +131.6% | +4.5% | +127.1% | +121.6% |
| 1Y | +118.1% | -9.4% | +127.5% | +121.8% |
| 3Y | +40.9% | -21.5% | +62.4% | +50.9% |
| All | +73.1% | -28.6% | +101.7% | +86.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling