+115.7%
VSH vs ZBH
+272.6%
-156.9%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.9% | +2.9% | +0.9% |
| 7D | +6.2% | -5.2% | +11.4% | +9.0% |
| 30D | -11.1% | -2.4% | -8.7% | -10.4% |
| 3M | -44.9% | +8.3% | -53.2% | -48.3% |
| 6M | +90.0% | +0.7% | +89.3% | +83.4% |
| YTD | +118.8% | +5.3% | +113.4% | +106.1% |
| 1Y | +109.0% | -9.1% | +118.0% | +110.7% |
| 3Y | +35.6% | -19.7% | +55.3% | +43.4% |
| 5Y | +66.7% | -31.3% | +98.0% | +87.1% |
| 10Y | +167.9% | -18.9% | +186.9% | +164.9% |
| All | +115.7% | +272.6% | -156.9% | +12.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling