+39.2%
ZBRA vs VLTO
+56.3%
-17.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.1% | -1.8% | -1.7% |
| 7D | -2.5% | +1.6% | -4.1% | -3.4% |
| 30D | -17.0% | +22.0% | -38.9% | -27.2% |
| 3M | -15.0% | +21.9% | -36.9% | -25.6% |
| 6M | +42.2% | +36.5% | +5.7% | +15.2% |
| YTD | +32.4% | +19.0% | +13.4% | +17.2% |
| 1Y | +23.3% | +21.0% | +2.3% | +7.3% |
| 3Y | +55.9% | +69.9% | -14.0% | +9.8% |
| All | +39.2% | +56.3% | -17.2% | +2.1% |
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