+573.1%
VRT vs ZBRA
+33.8%
+539.3%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -2.2% | -7.4% | -8.5% |
| 7D | +2.4% | -1.8% | +4.2% | +3.4% |
| 30D | -2.7% | -8.8% | +6.1% | +1.9% |
| 3M | -9.2% | +47.2% | -56.4% | -27.8% |
| 6M | -0.5% | +61.3% | -61.8% | -25.4% |
| YTD | +62.3% | +42.0% | +20.3% | +27.7% |
| 1Y | +109.6% | +10.5% | +99.1% | +91.4% |
| All | +573.1% | +33.8% | +539.3% | +522.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling