+118.1%
VSH vs ZBRA
+14.4%
+103.7%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.8% | +4.3% | +5.4% |
| 7D | +4.8% | -3.4% | +8.2% | +6.2% |
| 30D | -0.7% | -7.4% | +6.7% | +2.4% |
| 3M | -43.1% | +57.5% | -100.6% | -53.6% |
| 6M | +91.8% | +64.0% | +27.8% | +53.6% |
| YTD | +131.6% | +44.3% | +87.3% | +91.5% |
| 1Y | +118.1% | +10.9% | +107.2% | +105.2% |
| All | +118.1% | +14.4% | +103.7% | +105.2% |
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