+924.9%
VLO vs ZBRA
+435.2%
+489.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.8% | -0.6% | +0.7% |
| 7D | +5.3% | -3.4% | +8.7% | +6.3% |
| 30D | +18.2% | -7.4% | +25.6% | +20.8% |
| 3M | +53.3% | +57.5% | -4.2% | +30.9% |
| 6M | +70.4% | +64.0% | +6.5% | +41.7% |
| YTD | +143.4% | +44.3% | +99.1% | +109.1% |
| 1Y | +153.0% | +10.9% | +142.1% | +136.0% |
| 3Y | +195.0% | +37.5% | +157.4% | +144.7% |
| 5Y | +618.8% | -39.7% | +658.4% | +677.1% |
| All | +924.9% | +435.2% | +489.6% | +393.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling