+1,181.0%
ZBRA vs VCLT
+103.3%
+1,077.7%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | 0.0% | -2.8% | -2.8% |
| 7D | +2.6% | +0.3% | +2.3% | +2.5% |
| 30D | -6.4% | -0.6% | -5.8% | -6.2% |
| 3M | +51.3% | -2.2% | +53.5% | +52.1% |
| 6M | +60.5% | -2.9% | +63.4% | +61.6% |
| YTD | +45.2% | -2.1% | +47.2% | +46.0% |
| 1Y | +12.3% | -2.6% | +14.9% | +13.1% |
| 3Y | +37.5% | +12.5% | +25.0% | +35.2% |
| 5Y | -39.2% | -15.3% | -23.9% | -41.5% |
| 10Y | +417.0% | +16.6% | +400.4% | +456.7% |
| All | +1,181.0% | +103.3% | +1,077.7% | +1,886.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling