+18.6%
IVV vs ZBRA
+10.3%
+8.3%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.2% | +1.8% | -0.1% |
| 7D | -0.4% | -1.8% | +1.4% | -0.1% |
| 30D | -1.4% | -8.8% | +7.4% | -0.3% |
| 3M | +3.7% | +47.2% | -43.5% | -2.0% |
| 6M | +13.0% | +61.3% | -48.3% | +5.0% |
| YTD | +12.4% | +42.0% | -29.6% | +5.7% |
| 1Y | +18.6% | +10.5% | +8.1% | +14.2% |
| All | +18.6% | +10.3% | +8.3% | +14.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling