+24.9%
ZS vs VLTO
+57.1%
-32.1%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.1% | -0.8% |
| 7D | -13.7% | +1.5% | -15.1% | -14.3% |
| 30D | -14.2% | +20.9% | -35.1% | -23.3% |
| 3M | +8.5% | +21.4% | -12.9% | -3.2% |
| 6M | +30.2% | +37.6% | -7.4% | +8.0% |
| YTD | -13.8% | +19.5% | -33.4% | -22.9% |
| 1Y | -41.5% | +22.0% | -63.5% | -48.1% |
| 3Y | +10.7% | +70.7% | -60.0% | -17.9% |
| All | +24.9% | +57.1% | -32.1% | -2.8% |
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