+59.9%
VEA vs ZBH
-28.6%
+88.5%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.1% | -0.1% | +0.8% |
| 7D | -1.5% | -4.7% | +3.2% | -0.4% |
| 30D | -0.8% | -4.5% | +3.7% | +0.1% |
| 3M | +2.5% | +7.6% | -5.1% | +0.3% |
| 6M | +11.1% | +0.3% | +10.9% | +10.4% |
| YTD | +17.2% | +4.5% | +12.6% | +15.0% |
| 1Y | +24.5% | -9.4% | +33.9% | +26.0% |
| 3Y | +75.4% | -21.5% | +96.9% | +83.4% |
| All | +59.9% | -28.6% | +88.5% | +64.1% |
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 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