+307.4%
IVV vs ZBRA
+373.7%
-66.3%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.6% | +1.3% | +0.1% |
| 7D | -0.6% | -2.5% | +1.9% | +0.1% |
| 30D | -3.7% | -17.0% | +13.3% | +1.3% |
| 3M | -2.7% | -15.0% | +12.3% | +1.5% |
| 6M | +2.2% | +42.2% | -39.9% | -9.7% |
| YTD | +10.9% | +32.4% | -21.5% | -0.9% |
| 1Y | +11.3% | +23.3% | -12.0% | +1.5% |
| 3Y | +76.9% | +55.9% | +21.0% | +43.6% |
| 5Y | +73.5% | -44.8% | +118.2% | +88.4% |
| 10Y | +307.4% | +371.4% | -64.0% | +161.6% |
| All | +307.4% | +373.7% | -66.3% | +161.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 10y: compounded portfolio wealth divided by compounded ZBRA 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…
10y analysis · Full analysis span regression · 6 months rolling