+161.1%
VEA vs ZBRA
+435.2%
-274.2%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.8% | -0.8% | +0.6% |
| 7D | -1.5% | -3.4% | +2.0% | -0.7% |
| 30D | -0.8% | -7.4% | +6.6% | +0.9% |
| 3M | +2.5% | +57.5% | -55.0% | -9.1% |
| 6M | +11.1% | +64.0% | -52.8% | -2.9% |
| YTD | +17.2% | +44.3% | -27.1% | +5.0% |
| 1Y | +24.5% | +10.9% | +13.6% | +18.5% |
| 3Y | +75.4% | +37.5% | +37.9% | +52.3% |
| 5Y | +61.1% | -39.7% | +100.7% | +67.8% |
| All | +161.1% | +435.2% | -274.2% | +70.3% |
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