+51.7%
ZBRA vs VLTO
+24.3%
+27.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.7% | +1.2% | +1.4% |
| 7D | -3.4% | -2.3% | -1.1% | -1.9% |
| 30D | -7.4% | -2.7% | -4.7% | -5.9% |
| 3M | +57.5% | +14.0% | +43.5% | +43.8% |
| 6M | +64.0% | +3.3% | +60.7% | +59.8% |
| YTD | +44.3% | -5.4% | +49.7% | +48.8% |
| 1Y | +10.9% | -13.3% | +24.2% | +22.6% |
| All | +51.7% | +24.3% | +27.4% | +29.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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