-39.6%
ZBRA vs VO
+42.1%
-81.7%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.8% | +1.1% | +0.6% |
| 7D | -3.4% | -1.5% | -1.9% | -1.0% |
| 30D | -7.4% | -3.0% | -4.4% | -2.7% |
| 3M | +57.5% | +2.8% | +54.7% | +51.8% |
| 6M | +64.0% | +10.9% | +53.0% | +40.8% |
| YTD | +44.3% | +12.5% | +31.8% | +21.4% |
| 1Y | +10.9% | +12.0% | -1.1% | -5.3% |
| 3Y | +37.5% | +56.3% | -18.8% | -26.0% |
| All | -39.6% | +42.1% | -81.7% | -62.3% |
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