+349.1%
VT vs ZBRA
+816.1%
-467.1%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.2% |
| 7D | -2.3% | -10.9% | +8.5% | +1.2% |
| 30D | -5.0% | -16.6% | +11.6% | +0.5% |
| 3M | -4.9% | -11.6% | +6.7% | -1.4% |
| 6M | -1.5% | +40.2% | -41.7% | -14.1% |
| YTD | +8.5% | +32.6% | -24.1% | -4.6% |
| 1Y | +11.4% | +24.7% | -13.3% | -0.2% |
| 3Y | +70.1% | +56.3% | +13.8% | +34.1% |
| 5Y | +53.7% | -47.0% | +100.7% | +69.7% |
| 10Y | +220.0% | +411.4% | -191.4% | +36.2% |
| All | +349.1% | +816.1% | -467.1% | -7.8% |
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 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