+1,205.2%
VST vs ZBH
+16.4%
+1,188.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.6% | +4.7% | +6.6% |
| 7D | -0.5% | +11.3% | -11.8% | -4.3% |
| 30D | -17.1% | +21.5% | -38.6% | -22.7% |
| 3M | -4.6% | +12.5% | -17.1% | -9.1% |
| 6M | -9.1% | +32.3% | -41.3% | -18.7% |
| YTD | -16.6% | +21.4% | -38.1% | -23.5% |
| 1Y | -29.5% | +23.7% | -53.2% | -35.9% |
| 3Y | +297.5% | +7.0% | +290.5% | +264.1% |
| 5Y | +654.5% | -13.2% | +667.7% | +641.8% |
| 10Y | +1,205.2% | +19.3% | +1,185.9% | +988.3% |
| All | +1,205.2% | +16.4% | +1,188.8% | +988.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling