+28.3%
ZS vs VLTO
+56.1%
-27.8%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | +0.3% |
| 7D | -11.1% | +2.0% | -13.1% | -12.0% |
| 30D | -14.8% | +21.8% | -36.6% | -24.2% |
| 3M | +18.0% | +20.2% | -2.2% | +5.7% |
| 6M | +30.8% | +36.3% | -5.5% | +9.1% |
| YTD | -11.5% | +18.8% | -30.3% | -20.5% |
| 1Y | -37.8% | +20.4% | -58.2% | -44.5% |
| 3Y | +16.6% | +71.9% | -55.3% | -13.8% |
| All | +28.3% | +56.1% | -27.8% | +0.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling