+1,104.5%
VZ vs ZBRA
+9,227.6%
-8,123.1%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.5% | -2.4% | -1.0% |
| 7D | +0.1% | +1.8% | -1.7% | -0.1% |
| 30D | +7.9% | -1.7% | +9.6% | +8.0% |
| 3M | +13.6% | +47.8% | -34.1% | +8.6% |
| 6M | +1.1% | +56.7% | -55.6% | -4.2% |
| YTD | +29.3% | +49.4% | -20.1% | +22.8% |
| 1Y | +21.2% | +16.5% | +4.7% | +17.9% |
| 3Y | +75.9% | +31.5% | +44.4% | +65.8% |
| 5Y | +24.1% | -38.6% | +62.7% | +24.8% |
| 10Y | +62.4% | +421.0% | -358.6% | +25.1% |
| All | +1,104.5% | +9,227.6% | -8,123.1% | +618.7% |
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