+183.8%
VXUS vs ZBH
+94.0%
+89.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.4% | +0.8% |
| 7D | +1.0% | -2.8% | +3.8% | +2.0% |
| 30D | +2.2% | -0.1% | +2.3% | +2.1% |
| 3M | +3.0% | +13.4% | -10.5% | -1.9% |
| 6M | +10.7% | +3.0% | +7.7% | +8.4% |
| YTD | +17.8% | +9.7% | +8.2% | +12.8% |
| 1Y | +27.6% | -5.4% | +33.0% | +27.4% |
| 3Y | +73.3% | -15.6% | +88.9% | +76.7% |
| 5Y | +54.3% | -28.1% | +82.4% | +64.1% |
| 10Y | +149.8% | -15.2% | +165.1% | +131.8% |
| All | +183.8% | +94.0% | +89.8% | +49.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling