+3,616.0%
VMC vs ZBRA
+8,965.3%
-5,349.3%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.8% | +1.2% | -1.1% |
| 7D | -0.5% | +2.6% | -3.1% | -1.0% |
| 30D | -9.1% | -6.4% | -2.7% | -7.9% |
| 3M | -4.1% | +51.3% | -55.4% | -12.5% |
| 6M | -5.5% | +60.5% | -66.0% | -15.2% |
| YTD | -8.9% | +45.2% | -54.1% | -16.8% |
| 1Y | -12.9% | +12.3% | -25.3% | -16.7% |
| 3Y | +22.1% | +37.5% | -15.4% | +9.9% |
| 5Y | +52.7% | -39.2% | +91.9% | +57.4% |
| 10Y | +152.7% | +417.0% | -264.3% | +71.8% |
| All | +3,616.0% | +8,965.3% | -5,349.3% | +1,785.8% |
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 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