+806.0%
ZBRA vs VEU
+190.9%
+615.1%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.4% | -2.4% | -2.4% |
| 7D | +2.6% | +1.7% | +0.9% | +1.1% |
| 30D | -6.4% | +1.0% | -7.3% | -7.2% |
| 3M | +51.3% | +5.6% | +45.7% | +44.4% |
| 6M | +60.5% | +13.7% | +46.8% | +42.9% |
| YTD | +45.2% | +17.7% | +27.5% | +25.2% |
| 1Y | +12.3% | +25.8% | -13.4% | -8.3% |
| 3Y | +37.5% | +77.1% | -39.6% | -15.9% |
| 5Y | -39.2% | +57.1% | -96.3% | -57.8% |
| 10Y | +417.0% | +149.8% | +267.2% | +157.1% |
| All | +806.0% | +190.9% | +615.1% | +271.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling