+423.9%
ZBRA vs ITOT
+303.4%
+120.4%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.8% | +1.0% | +0.7% |
| 7D | -3.4% | -0.9% | -2.5% | -2.1% |
| 30D | -7.4% | -1.5% | -5.9% | -5.5% |
| 3M | +57.5% | +3.6% | +54.0% | +50.9% |
| 6M | +64.0% | +13.7% | +50.3% | +38.4% |
| YTD | +44.3% | +12.9% | +31.4% | +23.1% |
| 1Y | +10.9% | +17.2% | -6.3% | -9.7% |
| 3Y | +37.5% | +75.6% | -38.1% | -33.2% |
| 5Y | -39.7% | +75.5% | -115.1% | -69.7% |
| All | +423.9% | +303.4% | +120.4% | -14.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 10y: compounded portfolio wealth divided by compounded ITOT 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…
10y analysis · Full analysis span regression · 6 months rolling