+1,232.7%
VST vs ZBRA
+392.8%
+840.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.2% | +1.8% | +0.2% |
| 7D | +5.3% | -1.8% | +7.1% | +5.9% |
| 30D | +5.8% | -8.8% | +14.6% | +8.5% |
| 3M | +3.5% | +47.2% | -43.8% | -10.8% |
| 6M | -7.4% | +61.3% | -68.7% | -23.2% |
| YTD | -6.1% | +42.0% | -48.1% | -19.1% |
| 1Y | -21.6% | +10.5% | -32.1% | -26.9% |
| 3Y | +357.2% | +34.5% | +322.7% | +302.2% |
| 5Y | +777.0% | -40.3% | +817.3% | +827.9% |
| All | +1,232.7% | +392.8% | +840.0% | +799.7% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling