-51.4%
VG vs ZBRA
-23.2%
-28.2%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | +0.1% |
| 7D | -22.0% | -10.9% | -11.2% | -19.8% |
| 30D | -11.6% | -16.6% | +4.9% | -7.5% |
| 3M | -14.9% | -11.6% | -3.3% | -12.6% |
| 6M | -3.5% | +40.2% | -43.7% | -19.0% |
| YTD | +70.0% | +32.6% | +37.4% | +42.1% |
| 1Y | +50.0% | +24.7% | +25.3% | +30.4% |
| All | -51.4% | -23.2% | -28.2% | -40.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling