+22.0%
VZ vs ZBRA
+10.3%
+11.6%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.2% | +0.9% | -1.4% |
| 7D | -1.0% | -1.8% | +0.8% | -1.0% |
| 30D | +5.8% | -8.8% | +14.6% | +5.6% |
| 3M | +10.5% | +47.2% | -36.7% | +11.1% |
| 6M | +1.8% | +61.3% | -59.5% | +2.0% |
| YTD | +28.3% | +42.0% | -13.8% | +29.0% |
| 1Y | +22.0% | +10.5% | +11.5% | +23.2% |
| All | +22.0% | +10.3% | +11.6% | +23.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling