-20.9%
VST vs ZBH
+26.8%
-47.7%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | -1.2% | +11.7% | +10.0% |
| 7D | -9.8% | +11.7% | -21.5% | -3.6% |
| 30D | -25.1% | +19.3% | -44.5% | -18.6% |
| 3M | -11.6% | +8.9% | -20.5% | -5.6% |
| 6M | -20.9% | +28.2% | -49.1% | -9.1% |
| All | -20.9% | +26.8% | -47.7% | -9.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling