+7.9%
ZBH vs VEU
+17.0%
-9.1%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.5% | +2.0% | +11.5% | +13.1% |
| 7D | +14.3% | +0.2% | +14.1% | +14.1% |
| 30D | +20.3% | -2.1% | +22.4% | +20.5% |
| 3M | +15.3% | -2.7% | +18.0% | +15.5% |
| 6M | +33.9% | +3.2% | +30.7% | +31.5% |
| YTD | +23.5% | +12.6% | +10.9% | +16.9% |
| 1Y | +7.9% | +17.1% | -9.2% | +1.5% |
| All | +7.9% | +17.0% | -9.1% | +1.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 1y: compounded portfolio wealth divided by compounded VEU 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…
1y analysis · Full analysis span regression · 6 months rolling