+36.0%
VIK vs ZBRA
+18.2%
+17.9%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.5% | -1.2% | -0.1% |
| 7D | -3.0% | +1.8% | -4.8% | -3.5% |
| 30D | -20.7% | -1.7% | -19.0% | -20.3% |
| 3M | -4.6% | +47.8% | -52.4% | -17.1% |
| 6M | +14.0% | +56.7% | -42.8% | -4.1% |
| YTD | +20.2% | +49.4% | -29.2% | +1.6% |
| 1Y | +36.0% | +16.5% | +19.5% | +23.5% |
| All | +36.0% | +18.2% | +17.9% | +23.5% |
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