+73.9%
VT vs ZBRA
+55.5%
+18.4%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.9% | +2.3% | 0.0% |
| 7D | +2.9% | -1.2% | +4.1% | +3.1% |
| 30D | -2.5% | -17.8% | +15.3% | +1.1% |
| 3M | -3.3% | -16.0% | +12.7% | -0.2% |
| 6M | +1.5% | +31.4% | -29.9% | -5.3% |
| YTD | +11.4% | +30.9% | -19.5% | +3.0% |
| 1Y | +11.9% | +24.3% | -12.4% | +4.7% |
| All | +73.9% | +55.5% | +18.4% | +49.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling