-79.5%
ZYBT vs VLTO
-8.3%
-71.3%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.6% | +0.4% | -2.3% |
| 7D | -6.9% | -2.3% | -4.7% | -8.4% |
| 30D | -31.8% | -0.9% | -30.9% | -32.5% |
| 3M | +94.0% | +13.8% | +80.2% | +85.8% |
| 6M | +99.0% | +2.0% | +97.0% | +102.0% |
| YTD | +40.0% | -3.2% | +43.2% | +43.5% |
| 1Y | -79.5% | -9.2% | -70.4% | -79.3% |
| All | -79.5% | -8.3% | -71.3% | -79.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling