+54.3%
VXUS vs ZBH
-31.0%
+85.3%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.4% | -1.2% | -0.8% |
| 7D | +0.3% | -4.9% | +5.2% | +1.3% |
| 30D | +0.7% | -3.2% | +3.9% | +1.3% |
| 3M | +4.8% | +5.8% | -1.1% | +3.1% |
| 6M | +11.3% | +2.0% | +9.4% | +10.2% |
| YTD | +16.5% | +5.8% | +10.7% | +14.3% |
| 1Y | +24.3% | -7.9% | +32.2% | +25.2% |
| 3Y | +74.5% | -19.4% | +93.9% | +80.5% |
| 5Y | +54.3% | -29.5% | +83.8% | +58.4% |
| All | +54.3% | -31.0% | +85.3% | +58.4% |
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