+609.6%
VLO vs ZBRA
-40.9%
+650.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.7% | -0.9% |
| 7D | +4.0% | -3.8% | +7.7% | +4.6% |
| 30D | +19.0% | -10.2% | +29.2% | +21.1% |
| 3M | +50.0% | +58.7% | -8.7% | +36.6% |
| 6M | +79.1% | +61.9% | +17.2% | +61.3% |
| YTD | +140.3% | +41.7% | +98.6% | +121.2% |
| 1Y | +148.3% | +12.4% | +136.0% | +139.5% |
| 3Y | +194.6% | +34.2% | +160.4% | +168.3% |
| 5Y | +609.6% | -40.8% | +650.3% | +635.8% |
| All | +609.6% | -40.9% | +650.5% | +635.8% |
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