+1,245.4%
VUG vs ZBRA
+726.3%
+519.1%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.8% | +2.4% | +0.5% |
| 7D | +0.9% | +2.6% | -1.7% | 0.0% |
| 30D | -1.4% | -6.4% | +4.9% | +0.6% |
| 3M | +2.3% | +51.3% | -48.9% | -12.2% |
| 6M | +15.7% | +60.5% | -44.8% | -3.4% |
| YTD | +8.6% | +45.2% | -36.6% | -6.9% |
| 1Y | +14.1% | +12.3% | +1.7% | +5.7% |
| 3Y | +87.9% | +37.5% | +50.4% | +56.7% |
| 5Y | +76.3% | -39.2% | +115.5% | +87.2% |
| 10Y | +409.7% | +417.0% | -7.3% | +156.6% |
| All | +1,245.4% | +726.3% | +519.1% | +318.8% |
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