-29.2%
ZBH vs VSAT
+50.0%
-79.2%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.5% | -4.8% | -2.4% |
| 7D | -6.6% | +3.4% | -10.0% | -6.7% |
| 30D | -4.9% | -12.2% | +7.3% | -4.5% |
| 3M | +5.1% | +20.6% | -15.5% | +3.5% |
| 6M | +1.3% | +60.2% | -58.8% | -2.3% |
| YTD | +3.4% | +115.3% | -111.9% | -2.4% |
| 1Y | -8.7% | +154.6% | -163.3% | -15.1% |
| 3Y | -21.2% | +211.2% | -232.4% | -30.6% |
| 5Y | -29.2% | +52.7% | -81.9% | -32.2% |
| All | -29.2% | +50.0% | -79.2% | -32.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling