+73.9%
VXUS vs ZBH
-20.1%
+93.9%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.9% | +3.6% | +0.1% |
| 7D | +1.6% | -5.2% | +6.8% | +2.2% |
| 30D | +1.0% | -2.4% | +3.4% | +1.2% |
| 3M | +5.7% | +8.3% | -2.6% | +4.3% |
| 6M | +13.6% | +0.7% | +12.9% | +13.2% |
| YTD | +17.4% | +5.3% | +12.1% | +16.2% |
| 1Y | +25.1% | -9.1% | +34.1% | +26.0% |
| All | +73.9% | -20.1% | +93.9% | +81.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling