+1,163.2%
VSH vs ZBRA
+8,965.3%
-7,802.1%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.8% | +1.8% | +0.1% |
| 7D | +6.2% | +2.6% | +3.6% | +5.2% |
| 30D | -11.1% | -6.4% | -4.8% | -8.8% |
| 3M | -44.9% | +51.3% | -96.2% | -54.0% |
| 6M | +90.0% | +60.5% | +29.5% | +54.6% |
| YTD | +118.8% | +45.2% | +73.6% | +83.4% |
| 1Y | +109.0% | +12.3% | +96.6% | +93.8% |
| 3Y | +35.6% | +37.5% | -1.9% | +16.7% |
| 5Y | +66.7% | -39.2% | +105.9% | +87.5% |
| 10Y | +167.9% | +417.0% | -249.1% | +36.3% |
| All | +1,163.2% | +8,965.3% | -7,802.1% | +228.5% |
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