-17.4%
ZBH vs VSAT
+3.3%
-20.7%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +1.0% | +1.1% |
| 7D | -4.7% | -1.3% | -3.3% | -4.6% |
| 30D | -4.5% | -14.8% | +10.3% | -3.1% |
| 3M | +7.6% | +2.2% | +5.4% | +5.9% |
| 6M | +0.3% | +60.2% | -59.9% | -7.7% |
| YTD | +4.5% | +115.6% | -111.1% | -8.2% |
| 1Y | -9.4% | +132.9% | -142.3% | -22.1% |
| 3Y | -21.5% | +216.1% | -237.6% | -41.6% |
| 5Y | -28.4% | +52.9% | -81.3% | -42.5% |
| All | -17.4% | +3.3% | -20.7% | -35.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VSAT.
Daily Out/Under-Performance
Portfolio return minus VSAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSAT 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 VSAT 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