-34.9%
VST vs ZBRA
+25.3%
-60.1%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.8% | +0.9% | -14.7% | -13.9% |
| 7D | -15.7% | -13.6% | -2.1% | -15.2% |
| 30D | -17.0% | -11.5% | -5.5% | -16.5% |
| 3M | -15.9% | -9.9% | -6.0% | -15.4% |
| 6M | -25.0% | +48.6% | -73.6% | -29.7% |
| YTD | -25.1% | +36.9% | -62.0% | -27.5% |
| 1Y | -34.9% | +27.7% | -62.6% | -35.1% |
| All | -34.9% | +25.3% | -60.1% | -35.1% |
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 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