+1,023.6%
VZ vs ZBRA
+8,301.1%
-7,277.5%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.5% | -0.6% | +0.7% |
| 7D | +2.2% | -9.5% | +11.8% | +3.2% |
| 30D | +10.6% | -15.6% | +26.2% | +12.3% |
| 3M | -0.6% | -13.2% | +12.6% | +0.6% |
| 6M | +0.7% | +44.5% | -43.8% | -3.9% |
| YTD | +20.6% | +34.5% | -13.9% | +15.5% |
| 1Y | +22.7% | +25.9% | -3.2% | +18.3% |
| 3Y | +57.2% | +61.3% | -4.1% | +44.6% |
| 5Y | +21.4% | -45.2% | +66.5% | +23.4% |
| 10Y | +65.5% | +386.5% | -321.0% | +28.1% |
| All | +1,023.6% | +8,301.1% | -7,277.5% | +576.3% |
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