+13.3%
VT vs ZBRA
+27.1%
-13.7%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.9% | -2.2% | -0.5% |
| 7D | +2.4% | +0.6% | +1.7% | +2.3% |
| 30D | -1.5% | -14.0% | +12.5% | +0.3% |
| 3M | -4.1% | -14.7% | +10.5% | -2.3% |
| 6M | +0.6% | +31.3% | -30.7% | -3.9% |
| YTD | +11.0% | +33.4% | -22.4% | +4.1% |
| 1Y | +13.3% | +34.1% | -20.8% | +5.7% |
| All | +13.3% | +27.1% | -13.7% | +5.7% |
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 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