+1,465.5%
VTR vs ZBRA
+3,273.3%
-1,807.8%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.2% | +1.6% | -0.1% |
| 7D | -2.9% | -1.8% | -1.1% | -2.6% |
| 30D | -2.8% | -8.8% | +6.0% | -1.0% |
| 3M | +9.0% | +47.2% | -38.2% | -1.2% |
| 6M | +5.0% | +61.3% | -56.3% | -7.4% |
| YTD | +16.9% | +42.0% | -25.1% | +5.5% |
| 1Y | +34.3% | +10.5% | +23.8% | +27.3% |
| 3Y | +131.6% | +34.5% | +97.1% | +101.5% |
| 5Y | +88.0% | -40.3% | +128.3% | +92.0% |
| 10Y | +97.8% | +421.5% | -323.7% | +19.2% |
| All | +1,465.5% | +3,273.3% | -1,807.8% | +514.6% |
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