-69.1%
ZYBT vs VLTO
+17.4%
-86.5%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.1% | -0.2% | -1.4% |
| 7D | +8.7% | +0.8% | +7.9% | +8.8% |
| 30D | +1.4% | +18.7% | -17.3% | +2.1% |
| 3M | -3.2% | +21.7% | -24.9% | -2.4% |
| 6M | +48.5% | +35.8% | +12.7% | +40.9% |
| YTD | +30.4% | +18.3% | +12.2% | +40.1% |
| 1Y | -30.6% | +20.9% | -51.5% | -26.8% |
| All | -69.1% | +17.4% | -86.5% | -69.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling