+318.8%
VWO vs ZBRA
+584.6%
-265.8%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.2% | -1.3% | -1.4% |
| 7D | -1.7% | -3.8% | +2.1% | -0.5% |
| 30D | -0.3% | -10.2% | +9.9% | +3.2% |
| 3M | +4.0% | +58.7% | -54.7% | -12.7% |
| 6M | +8.1% | +61.9% | -53.8% | -10.6% |
| YTD | +11.6% | +41.7% | -30.0% | -4.2% |
| 1Y | +16.2% | +12.4% | +3.9% | +7.2% |
| 3Y | +63.3% | +34.2% | +29.1% | +33.7% |
| 5Y | +33.4% | -40.8% | +74.1% | +40.7% |
| 10Y | +113.3% | +420.3% | -307.0% | -21.1% |
| All | +318.8% | +584.6% | -265.8% | -22.2% |
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