+473.2%
VLO vs ZBRA
-45.5%
+518.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.9% | -0.6% | +1.0% |
| 7D | +9.6% | +0.6% | +9.0% | +9.5% |
| 30D | -17.4% | -14.0% | -3.4% | -15.5% |
| 3M | +10.8% | -14.7% | +25.4% | +13.3% |
| 6M | +56.9% | +31.3% | +25.6% | +47.0% |
| YTD | +136.8% | +33.4% | +103.3% | +118.9% |
| 1Y | +120.7% | +34.1% | +86.5% | +103.6% |
| 3Y | +231.9% | +59.9% | +172.0% | +192.1% |
| All | +473.2% | -45.5% | +518.7% | +502.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling