+948.7%
VTI vs ZBRA
+1,584.1%
-635.4%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.2% | +1.6% | +0.1% |
| 7D | -0.4% | -1.8% | +1.4% | +0.2% |
| 30D | -1.6% | -8.8% | +7.2% | +1.1% |
| 3M | +3.6% | +47.2% | -43.7% | -9.6% |
| 6M | +13.0% | +61.3% | -48.3% | -4.8% |
| YTD | +12.7% | +42.0% | -29.3% | -2.0% |
| 1Y | +18.4% | +10.5% | +7.9% | +10.6% |
| 3Y | +76.4% | +34.5% | +41.9% | +49.2% |
| 5Y | +73.7% | -40.3% | +114.0% | +83.5% |
| 10Y | +302.5% | +421.5% | -119.0% | +99.5% |
| All | +948.7% | +1,584.1% | -635.4% | +177.3% |
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