+57.9%
VT vs ZBRA
-45.9%
+103.8%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.9% | +2.3% | +0.1% |
| 7D | +2.9% | -1.2% | +4.1% | +3.2% |
| 30D | -2.5% | -17.8% | +15.3% | +2.0% |
| 3M | -3.3% | -16.0% | +12.7% | +0.5% |
| 6M | +1.5% | +31.4% | -29.9% | -6.7% |
| YTD | +11.4% | +30.9% | -19.5% | +1.4% |
| 1Y | +11.9% | +24.3% | -12.4% | +3.2% |
| 3Y | +73.9% | +54.2% | +19.7% | +44.1% |
| 5Y | +57.9% | -46.3% | +104.2% | +78.2% |
| All | +57.9% | -45.9% | +103.8% | +78.2% |
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