-84.7%
ZYBT vs VLTO
-10.5%
-74.2%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.3% | +2.6% | +0.5% |
| 7D | -2.5% | -4.5% | +2.1% | -5.0% |
| 30D | -1.2% | -4.6% | +3.4% | -4.6% |
| 3M | +76.7% | +13.3% | +63.4% | +62.9% |
| 6M | +103.6% | +2.1% | +101.5% | +99.9% |
| YTD | +38.3% | -6.1% | +44.3% | +41.0% |
| 1Y | -84.7% | -11.4% | -73.3% | -83.6% |
| All | -84.7% | -10.5% | -74.2% | -83.6% |
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 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