+63.4%
VSH vs ZYBT
-42.3%
+105.7%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +2.2% | -7.3% | -5.1% |
| 7D | -13.6% | -3.5% | -10.1% | -13.6% |
| 30D | -30.4% | +15.1% | -45.5% | -30.3% |
| 3M | -33.3% | +7.0% | -40.3% | -33.2% |
| 6M | -15.1% | +37.7% | -52.8% | -12.6% |
| YTD | +80.2% | +19.1% | +61.1% | +88.3% |
| 1Y | +63.4% | -38.3% | +101.7% | +93.0% |
| All | +63.4% | -42.3% | +105.7% | +93.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ZYBT.
Daily Out/Under-Performance
Portfolio return minus ZYBT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZYBT 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 1y: compounded portfolio wealth divided by compounded ZYBT 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…
1y analysis · Full analysis span regression · 6 months rolling