+76.5%
VUG vs ZBRA
-40.9%
+117.4%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.5% |
| 7D | -1.9% | -3.8% | +1.9% | -0.7% |
| 30D | -1.6% | -10.2% | +8.6% | +1.8% |
| 3M | +4.4% | +58.7% | -54.3% | -11.9% |
| 6M | +13.2% | +61.9% | -48.7% | -6.0% |
| YTD | +7.5% | +41.7% | -34.2% | -7.3% |
| 1Y | +12.5% | +12.4% | +0.1% | +4.7% |
| 3Y | +86.0% | +34.2% | +51.8% | +54.0% |
| 5Y | +76.5% | -40.8% | +117.2% | +111.9% |
| All | +76.5% | -40.9% | +117.4% | +111.9% |
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