+33.8%
VWO vs ZBH
-28.6%
+62.5%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.1% | -0.5% | +0.5% |
| 7D | -1.8% | -4.7% | +2.9% | -1.1% |
| 30D | -0.1% | -4.5% | +4.4% | +0.6% |
| 3M | +2.2% | +7.6% | -5.3% | +0.7% |
| 6M | +8.8% | +0.3% | +8.5% | +8.2% |
| YTD | +12.4% | +4.5% | +7.9% | +10.9% |
| 1Y | +15.6% | -9.4% | +25.0% | +16.7% |
| 3Y | +62.5% | -21.5% | +84.0% | +68.1% |
| All | +33.8% | -28.6% | +62.5% | +36.5% |
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