+170.2%
VEA vs ZBRA
+857.9%
-687.7%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.2% | +1.3% | -0.2% |
| 7D | +0.3% | -1.8% | +2.1% | +0.8% |
| 30D | +0.4% | -8.8% | +9.2% | +3.2% |
| 3M | +4.8% | +47.2% | -42.4% | -8.5% |
| 6M | +11.3% | +61.3% | -50.0% | -6.2% |
| YTD | +17.4% | +42.0% | -24.6% | +2.2% |
| 1Y | +26.2% | +10.5% | +15.7% | +18.0% |
| 3Y | +77.7% | +34.5% | +43.2% | +48.6% |
| 5Y | +60.9% | -40.3% | +101.2% | +69.3% |
| 10Y | +163.6% | +421.5% | -257.9% | +12.3% |
| All | +170.2% | +857.9% | -687.7% | -42.8% |
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