+2,397.0%
VRT vs ZBRA
+151.8%
+2,245.2%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.2% | -5.4% | -5.5% |
| 7D | -7.7% | -3.8% | -3.9% | -6.1% |
| 30D | -12.0% | -10.2% | -1.8% | -7.8% |
| 3M | -11.7% | +58.7% | -70.4% | -29.3% |
| 6M | -8.1% | +61.9% | -70.0% | -27.5% |
| YTD | +53.2% | +41.7% | +11.6% | +26.2% |
| 1Y | +81.7% | +12.4% | +69.3% | +65.4% |
| 3Y | +535.3% | +34.2% | +501.1% | +439.1% |
| 5Y | +916.4% | -40.8% | +957.1% | +1,005.8% |
| All | +2,397.0% | +151.8% | +2,245.2% | +1,955.2% |
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 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