+34.1%
ZBRA vs VT
+11.9%
+22.2%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.3% | +2.2% | +2.3% |
| 7D | +0.6% | +2.4% | -1.7% | -2.5% |
| 30D | -14.0% | -1.5% | -12.5% | -12.2% |
| 3M | -14.7% | -4.1% | -10.5% | -9.5% |
| 6M | +31.3% | +0.6% | +30.7% | +31.6% |
| YTD | +33.4% | +11.0% | +22.4% | +15.6% |
| 1Y | +34.1% | +13.3% | +20.8% | +12.1% |
| All | +34.1% | +11.9% | +22.2% | +12.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 1y: compounded portfolio wealth divided by compounded VT 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…
1y analysis · Full analysis span regression · 6 months rolling