+30.1%
ZBH vs VEU
+188.7%
-158.6%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.8% | +1.2% | +0.9% |
| 7D | -4.9% | +0.3% | -5.2% | -5.1% |
| 30D | -3.2% | +0.7% | -3.9% | -3.7% |
| 3M | +5.8% | +4.7% | +1.2% | +2.2% |
| 6M | +2.0% | +11.6% | -9.7% | -6.1% |
| YTD | +5.8% | +16.8% | -11.0% | -5.7% |
| 1Y | -7.9% | +24.9% | -32.8% | -21.7% |
| 3Y | -19.4% | +75.7% | -95.1% | -46.0% |
| 5Y | -29.5% | +56.1% | -85.6% | -49.1% |
| 10Y | -15.5% | +153.6% | -169.2% | -55.1% |
| All | +30.1% | +188.7% | -158.6% | -41.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling