-68.1%
ZYBT vs VLTO
-6.1%
-62.0%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.7% | -3.2% | -2.6% |
| 7D | -3.7% | -2.3% | -1.4% | -3.6% |
| 30D | 0.0% | -2.7% | +2.7% | +0.1% |
| 3M | +72.2% | +14.0% | +58.2% | +56.2% |
| 6M | +103.1% | +3.3% | +99.8% | +100.8% |
| YTD | +34.8% | -5.4% | +40.2% | +43.8% |
| 1Y | -83.2% | -13.3% | -69.9% | -80.2% |
| All | -68.1% | -6.1% | -62.0% | -68.7% |
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