+75.4%
VEA vs ZBRA
+35.9%
+39.5%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.8% | -0.8% | +0.8% |
| 7D | -1.5% | -3.4% | +2.0% | -0.9% |
| 30D | -0.8% | -7.4% | +6.6% | +0.4% |
| 3M | +2.5% | +57.5% | -55.0% | -6.0% |
| 6M | +11.1% | +64.0% | -52.8% | +0.8% |
| YTD | +17.2% | +44.3% | -27.1% | +8.2% |
| 1Y | +24.5% | +10.9% | +13.6% | +20.4% |
| 3Y | +75.4% | +37.5% | +37.9% | +56.0% |
| All | +75.4% | +35.9% | +39.5% | +56.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling