+385.0%
ZBRA vs VO
+197.6%
+187.3%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +1.9% | +1.9% |
| 7D | +0.6% | +3.1% | -2.5% | -3.5% |
| 30D | -14.0% | +2.2% | -16.2% | -16.6% |
| 3M | -14.7% | -2.5% | -12.2% | -11.7% |
| 6M | +31.3% | +7.0% | +24.3% | +20.8% |
| YTD | +33.4% | +14.0% | +19.4% | +13.0% |
| 1Y | +34.1% | +15.6% | +18.5% | +11.5% |
| 3Y | +59.9% | +66.2% | -6.3% | -13.2% |
| 5Y | -45.3% | +36.6% | -81.9% | -61.0% |
| All | +385.0% | +197.6% | +187.3% | +23.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 10y: compounded portfolio wealth divided by compounded VO 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…
10y analysis · Full analysis span regression · 6 months rolling