+225.7%
VIK vs ZBRA
+12.4%
+213.3%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.8% | -0.7% | +0.4% |
| 7D | -0.9% | -3.4% | +2.5% | +0.4% |
| 30D | -18.4% | -7.4% | -11.0% | -15.8% |
| 3M | -8.8% | +57.5% | -66.3% | -27.4% |
| 6M | +17.1% | +64.0% | -46.8% | -9.4% |
| YTD | +19.0% | +44.3% | -25.2% | -3.1% |
| 1Y | +30.1% | +10.9% | +19.3% | +20.5% |
| All | +225.7% | +12.4% | +213.3% | +187.9% |
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