+1,934.0%
VRT vs ZBRA
+137.1%
+1,796.8%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.9% | -5.6% | -4.4% |
| 7D | +10.5% | +0.6% | +9.9% | +10.2% |
| 30D | -9.3% | -14.0% | +4.7% | -3.4% |
| 3M | -29.6% | -14.7% | -14.9% | -24.8% |
| 6M | -45.4% | +31.3% | -76.7% | -52.6% |
| YTD | +24.8% | +33.4% | -8.6% | +5.3% |
| 1Y | +23.6% | +34.1% | -10.5% | +4.0% |
| 3Y | +379.7% | +59.9% | +319.8% | +281.1% |
| 5Y | +660.3% | -45.3% | +705.6% | +752.8% |
| All | +1,934.0% | +137.1% | +1,796.8% | +1,614.1% |
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