-30.5%
VSH vs ZBH
+26.1%
-56.7%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.3% | -2.9% | -4.9% |
| 7D | +14.3% | -2.3% | +16.6% | +12.8% |
| 30D | -7.9% | +12.5% | -20.3% | +1.8% |
| 3M | -19.9% | +3.9% | -23.8% | -16.6% |
| 6M | -30.5% | +25.4% | -56.0% | -18.1% |
| All | -30.5% | +26.1% | -56.7% | -18.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling