+23.1%
IGV vs ZBH
-28.6%
+51.8%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.8% | 0.0% |
| 7D | -2.9% | -4.7% | +1.8% | -1.6% |
| 30D | -1.5% | -4.5% | +3.0% | -0.3% |
| 3M | +11.7% | +7.6% | +4.1% | +8.9% |
| 6M | +18.4% | +0.3% | +18.1% | +17.5% |
| YTD | -3.9% | +4.5% | -8.5% | -6.2% |
| 1Y | -9.7% | -9.4% | -0.3% | -8.3% |
| 3Y | +38.4% | -21.5% | +59.9% | +46.6% |
| All | +23.1% | -28.6% | +51.8% | +24.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling