+225.9%
VIK vs ZBRA
+10.7%
+215.3%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.2% | -1.2% | -2.5% |
| 7D | -0.8% | -1.8% | +1.0% | -0.1% |
| 30D | -18.0% | -8.8% | -9.2% | -14.9% |
| 3M | -5.8% | +47.2% | -53.0% | -22.7% |
| 6M | +17.2% | +61.3% | -44.1% | -8.8% |
| YTD | +19.1% | +42.0% | -22.9% | -2.4% |
| 1Y | +33.6% | +10.5% | +23.2% | +23.7% |
| All | +225.9% | +10.7% | +215.3% | +190.0% |
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