+47.8%
VMC vs ZBRA
-40.4%
+88.2%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.8% | -1.0% | +0.4% |
| 7D | -3.8% | -3.4% | -0.4% | -2.9% |
| 30D | -9.7% | -7.4% | -2.3% | -8.0% |
| 3M | -9.6% | +57.5% | -67.1% | -20.4% |
| 6M | -4.8% | +64.0% | -68.8% | -17.7% |
| YTD | -10.9% | +44.3% | -55.2% | -20.6% |
| 1Y | -15.6% | +10.9% | -26.5% | -19.7% |
| 3Y | +19.3% | +37.5% | -18.2% | +3.1% |
| All | +47.8% | -40.4% | +88.2% | +61.7% |
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