+269.3%
ZBH vs VSAT
+288.7%
-19.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +3.2% | -7.2% | -4.3% |
| 7D | -5.2% | +17.3% | -22.5% | -7.2% |
| 30D | -2.4% | -3.3% | +0.9% | -2.2% |
| 3M | +8.3% | +18.7% | -10.5% | +3.8% |
| 6M | +0.7% | +77.6% | -76.9% | -9.9% |
| YTD | +5.3% | +125.6% | -120.3% | -9.8% |
| 1Y | -9.1% | +158.3% | -167.4% | -24.6% |
| 3Y | -19.7% | +226.1% | -245.8% | -42.9% |
| 5Y | -31.3% | +54.7% | -86.0% | -47.6% |
| 10Y | -18.9% | +3.5% | -22.5% | -37.6% |
| All | +269.3% | +288.7% | -19.4% | +119.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling