+41.5%
ZBRA vs VLTO
+56.1%
-14.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.6% | +1.0% |
| 7D | -9.5% | +2.0% | -11.6% | -10.6% |
| 30D | -15.6% | +21.8% | -37.4% | -25.9% |
| 3M | -13.2% | +20.2% | -33.4% | -23.4% |
| 6M | +44.5% | +36.3% | +8.2% | +17.2% |
| YTD | +34.5% | +18.8% | +15.7% | +19.2% |
| 1Y | +25.9% | +20.4% | +5.5% | +9.9% |
| 3Y | +61.3% | +71.9% | -10.6% | +12.8% |
| All | +41.5% | +56.1% | -14.7% | +3.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling