-51.3%
ZTS vs VLTO
+54.8%
-106.1%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.5% | -3.8% | -3.5% |
| 7D | -0.4% | +5.4% | -5.8% | -2.6% |
| 30D | +11.7% | +22.3% | -10.6% | +2.3% |
| 3M | +3.5% | +19.6% | -16.2% | -4.5% |
| 6M | -27.6% | +35.2% | -62.8% | -36.8% |
| YTD | -35.5% | +17.9% | -53.3% | -40.3% |
| 1Y | -32.1% | +19.5% | -51.6% | -37.7% |
| 3Y | -49.1% | +73.9% | -123.0% | -59.6% |
| All | -51.3% | +54.8% | -106.1% | -60.1% |
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 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