+27.7%
ZBRA vs VYM
+21.8%
+5.9%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.2% | -0.3% | -1.7% |
| 7D | -13.6% | +1.2% | -14.7% | -15.6% |
| 30D | -11.5% | +5.2% | -16.7% | -20.8% |
| 3M | -9.9% | +0.5% | -10.4% | -10.5% |
| 6M | +48.6% | +7.7% | +40.9% | +29.8% |
| YTD | +36.9% | +17.2% | +19.7% | -0.6% |
| 1Y | +27.7% | +21.7% | +6.0% | -15.1% |
| All | +27.7% | +21.8% | +5.9% | -15.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 1y: compounded portfolio wealth divided by compounded VYM 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…
1y analysis · Full analysis span regression · 6 months rolling