+976.8%
VRT vs ZBRA
-40.8%
+1,017.6%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -2.2% | -7.4% | -8.5% |
| 7D | +2.4% | -1.8% | +4.2% | +3.5% |
| 30D | -2.7% | -8.8% | +6.1% | +2.3% |
| 3M | -9.2% | +47.2% | -56.4% | -28.8% |
| 6M | -0.5% | +61.3% | -61.8% | -26.6% |
| YTD | +62.3% | +42.0% | +20.3% | +26.0% |
| 1Y | +109.6% | +10.5% | +99.1% | +87.7% |
| 3Y | +573.1% | +34.5% | +538.6% | +435.5% |
| All | +976.8% | -40.8% | +1,017.6% | +1,209.4% |
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 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