+24.6%
ZS vs VLTO
+55.4%
-30.8%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.8% | +0.3% |
| 7D | -5.2% | +0.8% | -6.0% | -5.6% |
| 30D | -15.5% | +18.7% | -34.2% | -23.7% |
| 3M | +9.0% | +21.7% | -12.7% | -3.0% |
| 6M | +32.2% | +35.8% | -3.7% | +10.4% |
| YTD | -14.1% | +18.3% | -32.4% | -22.7% |
| 1Y | -39.1% | +20.9% | -60.0% | -45.7% |
| 3Y | +10.4% | +68.8% | -58.5% | -17.6% |
| All | +24.6% | +55.4% | -30.8% | -2.6% |
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