+81.7%
VRT vs ZBRA
+10.3%
+71.4%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.2% | -5.4% | -5.6% |
| 7D | -7.7% | -3.8% | -3.9% | -6.8% |
| 30D | -12.0% | -10.2% | -1.8% | -9.6% |
| 3M | -11.7% | +58.7% | -70.4% | -23.4% |
| 6M | -8.1% | +61.9% | -70.0% | -20.6% |
| YTD | +53.2% | +41.7% | +11.6% | +34.2% |
| 1Y | +81.7% | +12.4% | +69.3% | +71.6% |
| All | +81.7% | +10.3% | +71.4% | +71.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling