+137.9%
VGT vs ZBRA
-40.4%
+178.3%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +2.3% |
| 3M | +4.4% | +57.5% | -53.1% | -13.4% |
| 6M | +32.1% | +64.0% | -31.9% | +6.8% |
| YTD | +28.8% | +44.3% | -15.5% | +8.3% |
| 1Y | +35.3% | +10.9% | +24.5% | +25.8% |
| 3Y | +124.8% | +37.5% | +87.2% | +82.8% |
| All | +137.9% | -40.4% | +178.3% | +191.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling