+9.5%
ZS vs VLTO
+27.2%
-17.7%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.6% | -2.9% | -3.6% |
| 7D | -7.8% | -2.3% | -5.5% | -6.5% |
| 30D | +5.0% | -0.9% | +5.9% | +5.5% |
| 3M | +25.5% | +13.8% | +11.7% | +15.9% |
| 6M | +8.7% | +2.0% | +6.7% | +7.3% |
| YTD | -24.5% | -3.2% | -21.3% | -23.5% |
| 1Y | -36.7% | -9.2% | -27.5% | -33.7% |
| All | +9.5% | +27.2% | -17.7% | -3.6% |
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 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