+16.5%
ZBRA vs VCLT
-0.4%
+17.0%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.1% | +1.4% | +1.3% |
| 7D | +1.8% | -0.5% | +2.3% | +2.4% |
| 30D | -1.7% | -0.9% | -0.8% | -0.5% |
| 3M | +47.8% | -3.2% | +51.0% | +52.9% |
| 6M | +56.7% | -3.8% | +60.6% | +63.2% |
| YTD | +49.4% | -2.0% | +51.4% | +53.0% |
| 1Y | +16.5% | -0.8% | +17.3% | +18.2% |
| All | +16.5% | -0.4% | +17.0% | +18.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 VCLT 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