+718.6%
ZBRA vs VO
+821.9%
-103.3%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.2% | -2.2% |
| 7D | +2.6% | +0.6% | +1.9% | +1.9% |
| 30D | -6.4% | -1.1% | -5.3% | -5.2% |
| 3M | +51.3% | +4.5% | +46.7% | +45.1% |
| 6M | +60.5% | +11.1% | +49.4% | +44.6% |
| YTD | +45.2% | +13.5% | +31.6% | +28.0% |
| 1Y | +12.3% | +14.5% | -2.1% | -1.2% |
| 3Y | +37.5% | +58.1% | -20.6% | -10.5% |
| 5Y | -39.2% | +43.3% | -82.5% | -54.7% |
| 10Y | +417.0% | +193.2% | +223.8% | +102.7% |
| All | +718.6% | +821.9% | -103.3% | +3.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling