+800.0%
VGT vs ZBRA
+435.2%
+364.7%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.8% | -0.6% | +0.5% |
| 7D | -0.2% | -3.4% | +3.2% | +1.1% |
| 30D | -0.4% | -7.4% | +7.0% | +2.4% |
| 3M | +4.4% | +57.5% | -53.1% | -14.0% |
| 6M | +32.1% | +64.0% | -31.9% | +6.0% |
| YTD | +28.8% | +44.3% | -15.5% | +7.7% |
| 1Y | +35.3% | +10.9% | +24.5% | +24.9% |
| 3Y | +124.8% | +37.5% | +87.2% | +82.1% |
| 5Y | +137.9% | -39.7% | +177.6% | +160.6% |
| All | +800.0% | +435.2% | +364.7% | +394.8% |
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 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