+88.7%
VSH vs ZYBT
-57.8%
+146.6%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.3% | -2.2% | -0.9% |
| 7D | +3.1% | -2.5% | +5.5% | +3.1% |
| 30D | -5.7% | -1.2% | -4.5% | -5.7% |
| 3M | -42.5% | +76.7% | -119.1% | -42.1% |
| 6M | +82.7% | +103.6% | -20.9% | +79.9% |
| YTD | +118.2% | +38.3% | +80.0% | +118.5% |
| 1Y | +109.7% | -84.7% | +194.4% | +130.6% |
| All | +88.7% | -57.8% | +146.6% | +78.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling