+968.1%
ZBRA vs VT
+374.2%
+593.9%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | +1.8% | +0.4% | +1.3% | +1.3% |
| 30D | -1.7% | +1.0% | -2.7% | -2.7% |
| 3M | +47.8% | +2.4% | +45.4% | +44.9% |
| 6M | +56.7% | +12.0% | +44.7% | +39.3% |
| YTD | +49.4% | +15.3% | +34.0% | +28.7% |
| 1Y | +16.5% | +22.6% | -6.0% | -5.5% |
| 3Y | +31.5% | +74.7% | -43.2% | -24.4% |
| 5Y | -38.6% | +66.1% | -104.7% | -61.5% |
| 10Y | +421.0% | +225.0% | +196.0% | +82.9% |
| All | +968.1% | +374.2% | +593.9% | +174.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling