+40.1%
VG vs ZBRA
+23.4%
+16.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.5% | +0.9% | +2.5% |
| 7D | -8.3% | -9.5% | +1.2% | -9.3% |
| 30D | -10.3% | -15.6% | +5.3% | -12.0% |
| 3M | -10.8% | -13.2% | +2.4% | -12.0% |
| 6M | +3.5% | +44.5% | -41.1% | +5.6% |
| YTD | +74.0% | +34.5% | +39.4% | +75.5% |
| All | +40.1% | +23.4% | +16.7% | +44.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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