+423.9%
ZBRA vs VEU
+155.0%
+268.9%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.0% | +0.8% | +0.5% |
| 7D | -3.4% | -1.4% | -2.0% | -1.6% |
| 30D | -7.4% | -0.4% | -7.0% | -6.9% |
| 3M | +57.5% | +2.5% | +55.0% | +52.8% |
| 6M | +64.0% | +11.1% | +52.8% | +42.5% |
| YTD | +44.3% | +16.5% | +27.8% | +17.6% |
| 1Y | +10.9% | +22.9% | -12.0% | -15.4% |
| 3Y | +37.5% | +73.4% | -35.9% | -31.9% |
| 5Y | -39.7% | +56.1% | -95.8% | -65.2% |
| All | +423.9% | +155.0% | +268.9% | +74.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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