+349.2%
ZBRA vs VTEB
+25.5%
+323.7%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.4% | +1.5% | +1.6% |
| 7D | -3.4% | -0.9% | -2.5% | -2.7% |
| 30D | -7.4% | -2.5% | -4.9% | -5.5% |
| 3M | +57.5% | -3.0% | +60.5% | +61.4% |
| 6M | +64.0% | -2.1% | +66.1% | +67.0% |
| YTD | +44.3% | -1.5% | +45.8% | +46.3% |
| 1Y | +10.9% | +0.2% | +10.7% | +11.0% |
| 3Y | +37.5% | +8.6% | +29.0% | +29.7% |
| 5Y | -39.7% | +1.2% | -40.9% | -41.0% |
| 10Y | +429.9% | +18.1% | +411.8% | +490.6% |
| All | +349.2% | +25.5% | +323.7% | +536.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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