+129.7%
VTR vs ZBRA
+35.9%
+93.8%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.8% | -2.3% | -0.5% |
| 7D | -0.3% | -3.4% | +3.1% | -0.2% |
| 30D | +1.1% | -7.4% | +8.5% | +1.3% |
| 3M | +7.9% | +57.5% | -49.6% | +6.1% |
| 6M | +6.2% | +64.0% | -57.8% | +3.9% |
| YTD | +17.7% | +44.3% | -26.6% | +15.8% |
| 1Y | +32.9% | +10.9% | +22.0% | +33.1% |
| 3Y | +129.7% | +37.5% | +92.2% | +106.0% |
| All | +129.7% | +35.9% | +93.8% | +106.0% |
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