+2,235.4%
VGT vs ZBRA
+706.3%
+1,529.1%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -1.0% |
| 7D | -1.0% | -3.8% | +2.7% | +0.4% |
| 30D | -0.4% | -10.2% | +9.7% | +3.5% |
| 3M | +6.6% | +58.7% | -52.1% | -11.8% |
| 6M | +31.0% | +61.9% | -30.9% | +6.7% |
| YTD | +27.2% | +41.7% | -14.4% | +7.9% |
| 1Y | +34.5% | +12.4% | +22.1% | +23.5% |
| 3Y | +123.1% | +34.2% | +89.0% | +84.8% |
| 5Y | +135.1% | -40.8% | +175.8% | +156.3% |
| 10Y | +803.4% | +420.3% | +383.1% | +322.7% |
| All | +2,235.4% | +706.3% | +1,529.1% | +563.7% |
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