+296.7%
VST vs ZBH
-0.3%
+297.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.3% | +0.2% | -1.3% |
| 7D | +6.6% | -2.3% | +8.8% | +6.3% |
| 30D | -12.4% | +12.5% | -24.8% | -11.0% |
| 3M | -9.0% | +3.9% | -12.9% | -7.7% |
| 6M | -6.4% | +25.4% | -31.9% | -4.9% |
| YTD | -17.2% | +15.7% | -32.9% | -15.6% |
| 1Y | -22.0% | +15.2% | -37.2% | -20.5% |
| 3Y | +296.7% | +0.3% | +296.3% | +296.9% |
| All | +296.7% | -0.3% | +297.0% | +296.9% |
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