+776.1%
IVV vs ZBRA
+1,522.2%
-746.1%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.5% | -1.9% | -0.8% |
| 7D | +0.1% | +1.8% | -1.6% | -0.4% |
| 30D | +0.1% | -1.7% | +1.8% | +0.5% |
| 3M | +2.0% | +47.8% | -45.8% | -9.9% |
| 6M | +13.0% | +56.7% | -43.7% | -2.4% |
| YTD | +13.6% | +49.4% | -35.8% | -1.3% |
| 1Y | +20.1% | +16.5% | +3.5% | +11.3% |
| 3Y | +77.6% | +31.5% | +46.2% | +53.8% |
| 5Y | +82.5% | -38.6% | +121.1% | +90.0% |
| 10Y | +316.5% | +421.0% | -104.4% | +125.0% |
| All | +776.1% | +1,522.2% | -746.1% | +183.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling