-39.6%
ZBRA vs VCLT
-17.2%
-22.4%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.8% | +1.8% |
| 7D | -3.4% | -1.4% | -2.1% | -2.3% |
| 30D | -7.4% | -1.2% | -6.2% | -6.5% |
| 3M | +57.5% | -4.8% | +62.3% | +64.3% |
| 6M | +64.0% | -2.6% | +66.5% | +67.9% |
| YTD | +44.3% | -3.3% | +47.6% | +48.8% |
| 1Y | +10.9% | -4.8% | +15.7% | +15.8% |
| 3Y | +37.5% | +11.5% | +26.0% | +25.9% |
| All | -39.6% | -17.2% | -22.4% | -32.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling