+14.1%
VNQ vs ZBRA
+25.3%
-11.2%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.9% | +2.3% | +3.1% |
| 7D | +6.8% | -13.6% | +20.4% | +7.3% |
| 30D | +10.0% | -11.5% | +21.5% | +10.4% |
| 3M | 0.0% | -9.9% | +9.8% | +0.3% |
| 6M | +4.5% | +48.6% | -44.1% | +1.3% |
| YTD | +13.9% | +36.9% | -23.0% | +10.2% |
| 1Y | +14.1% | +27.7% | -13.6% | +11.5% |
| All | +14.1% | +25.3% | -11.2% | +11.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling