-45.2%
ZBRA vs VO
+36.2%
-81.4%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +1.9% | +1.9% |
| 7D | +0.6% | +3.1% | -2.5% | -4.2% |
| 30D | -14.0% | +2.2% | -16.2% | -17.1% |
| 3M | -14.7% | -2.5% | -12.2% | -11.3% |
| 6M | +31.3% | +7.0% | +24.3% | +19.0% |
| YTD | +33.4% | +14.0% | +19.4% | +9.7% |
| 1Y | +34.1% | +15.6% | +18.5% | +7.9% |
| 3Y | +59.9% | +66.2% | -6.3% | -21.7% |
| All | -45.2% | +36.2% | -81.4% | -64.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling