-39.3%
VG vs ZBRA
-13.4%
-25.9%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.5% | -1.9% | -0.8% |
| 7D | +1.7% | +1.8% | -0.1% | +1.1% |
| 30D | +16.0% | -1.7% | +17.7% | +16.3% |
| 3M | +9.7% | +47.8% | -38.0% | -6.9% |
| 6M | +29.6% | +56.7% | -27.2% | +5.3% |
| YTD | +112.0% | +49.4% | +62.6% | +72.5% |
| 1Y | +12.8% | +16.5% | -3.7% | +8.5% |
| All | -39.3% | -13.4% | -25.9% | -28.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling