+51.1%
ZM vs VLTO
+56.4%
-5.3%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.6% | +1.5% | +1.9% |
| 7D | +11.0% | +1.0% | +10.0% | +10.7% |
| 30D | +5.6% | +17.5% | -11.8% | -0.1% |
| 3M | -9.1% | +21.4% | -30.5% | -15.2% |
| 6M | -2.6% | +38.1% | -40.7% | -13.6% |
| YTD | +15.7% | +19.0% | -3.4% | +8.0% |
| 1Y | +18.8% | +20.7% | -1.9% | +10.3% |
| 3Y | +62.2% | +64.3% | -2.1% | +35.7% |
| All | +51.1% | +56.4% | -5.3% | +27.7% |
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