+766.9%
VST vs ZBRA
-39.4%
+806.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.8% | +4.4% | +2.5% |
| 7D | +9.9% | +2.6% | +7.3% | +9.0% |
| 30D | +7.9% | -6.4% | +14.3% | +10.0% |
| 3M | +3.4% | +51.3% | -47.9% | -12.5% |
| 6M | -4.1% | +60.5% | -64.6% | -21.5% |
| YTD | -5.7% | +45.2% | -50.9% | -20.2% |
| 1Y | -18.9% | +12.3% | -31.2% | -24.7% |
| 3Y | +359.1% | +37.5% | +321.5% | +305.4% |
| 5Y | +766.9% | -39.2% | +806.1% | +796.9% |
| All | +766.9% | -39.4% | +806.3% | +796.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling