+179.7%
VXUS vs ZBRA
+785.7%
-605.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.8% | -0.9% | +0.5% |
| 7D | -1.4% | -3.4% | +2.0% | -0.6% |
| 30D | -0.5% | -7.4% | +6.9% | +1.4% |
| 3M | +2.6% | +57.5% | -54.9% | -9.6% |
| 6M | +10.9% | +64.0% | -53.1% | -3.8% |
| YTD | +16.1% | +44.3% | -28.1% | +3.5% |
| 1Y | +22.3% | +10.9% | +11.4% | +15.9% |
| 3Y | +72.0% | +37.5% | +34.5% | +48.5% |
| 5Y | +54.1% | -39.7% | +93.8% | +60.5% |
| 10Y | +149.3% | +429.9% | -280.6% | +34.3% |
| All | +179.7% | +785.7% | -605.9% | -5.3% |
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