+70.1%
VT vs ZBRA
+50.6%
+19.5%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.2% |
| 7D | -2.3% | -10.9% | +8.5% | -0.2% |
| 30D | -5.0% | -16.6% | +11.6% | -1.7% |
| 3M | -4.9% | -11.6% | +6.7% | -2.8% |
| 6M | -1.5% | +40.2% | -41.7% | -9.6% |
| YTD | +8.5% | +32.6% | -24.1% | +0.1% |
| 1Y | +11.4% | +24.7% | -13.3% | +4.2% |
| 3Y | +70.1% | +56.3% | +13.8% | +45.8% |
| All | +70.1% | +50.6% | +19.5% | +45.8% |
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