+63.4%
VSH vs ZBRA
+25.3%
+38.1%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +0.9% | -6.0% | -5.4% |
| 7D | -13.6% | -13.6% | -0.1% | -8.9% |
| 30D | -30.4% | -11.5% | -18.8% | -27.0% |
| 3M | -33.3% | -9.9% | -23.4% | -30.6% |
| 6M | -15.1% | +48.6% | -63.7% | -27.3% |
| YTD | +80.2% | +36.9% | +43.3% | +51.8% |
| 1Y | +63.4% | +27.7% | +35.7% | +48.3% |
| All | +63.4% | +25.3% | +38.1% | +48.3% |
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