+1,083.1%
VST vs ZBRA
+366.9%
+716.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.5% | +5.9% | +6.9% |
| 7D | -0.5% | -9.5% | +9.0% | +2.2% |
| 30D | -17.1% | -15.6% | -1.4% | -13.0% |
| 3M | -4.6% | -13.2% | +8.6% | -0.8% |
| 6M | -9.1% | +44.5% | -53.6% | -21.9% |
| YTD | -16.6% | +34.5% | -51.2% | -27.1% |
| 1Y | -29.5% | +25.9% | -55.4% | -37.0% |
| 3Y | +297.5% | +61.3% | +236.2% | +234.2% |
| 5Y | +654.5% | -45.2% | +699.7% | +718.7% |
| 10Y | +1,205.2% | +386.5% | +818.7% | +783.5% |
| All | +1,083.1% | +366.9% | +716.3% | +710.5% |
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