+710.1%
VTV vs ZBRA
+706.3%
+3.8%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.6% |
| 7D | -2.1% | -3.8% | +1.7% | -1.0% |
| 30D | -1.3% | -10.2% | +8.9% | +1.5% |
| 3M | +5.6% | +58.7% | -53.1% | -8.5% |
| 6M | +12.4% | +61.9% | -49.5% | -3.9% |
| YTD | +17.6% | +41.7% | -24.0% | +3.7% |
| 1Y | +23.5% | +12.4% | +11.1% | +15.6% |
| 3Y | +67.0% | +34.2% | +32.8% | +42.6% |
| 5Y | +80.5% | -40.8% | +121.3% | +88.9% |
| 10Y | +230.6% | +420.3% | -189.7% | +62.1% |
| All | +710.1% | +706.3% | +3.8% | +138.9% |
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