+2,723.0%
VRT vs ZBRA
+165.5%
+2,557.6%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.5% | +2.9% | +3.7% |
| 7D | +9.1% | +1.8% | +7.4% | +8.3% |
| 30D | +0.9% | -1.7% | +2.6% | +1.7% |
| 3M | -13.4% | +47.8% | -61.1% | -28.4% |
| 6M | +11.7% | +56.7% | -45.1% | -10.7% |
| YTD | +73.2% | +49.4% | +23.8% | +39.5% |
| 1Y | +123.4% | +16.5% | +106.9% | +100.1% |
| 3Y | +606.2% | +31.5% | +574.7% | +502.4% |
| 5Y | +899.9% | -38.6% | +938.5% | +968.1% |
| All | +2,723.0% | +165.5% | +2,557.6% | +2,171.1% |
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