+351.7%
VST vs ZBH
-16.2%
+368.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.9% | +4.4% | +3.5% |
| 7D | +8.9% | -2.8% | +11.7% | +8.9% |
| 30D | +6.2% | -0.1% | +6.3% | +6.2% |
| 3M | -2.7% | +13.4% | -16.2% | -2.7% |
| 6M | -8.4% | +3.0% | -11.3% | -8.3% |
| YTD | -7.2% | +9.7% | -16.9% | -6.9% |
| 1Y | -20.9% | -5.4% | -15.5% | -20.6% |
| All | +351.7% | -16.2% | +368.0% | +346.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling