+193.8%
VLO vs ZM
+34.4%
+159.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +1.6% |
| 7D | +6.2% | +0.3% | +5.9% | +6.1% |
| 30D | +23.5% | -10.3% | +33.8% | +25.3% |
| 3M | +53.9% | -0.7% | +54.5% | +53.4% |
| 6M | +81.7% | +24.8% | +56.9% | +74.6% |
| YTD | +142.5% | +11.5% | +131.0% | +135.7% |
| 1Y | +145.4% | +12.3% | +133.1% | +137.6% |
| All | +193.8% | +34.4% | +159.5% | +167.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ZM.
Daily Out/Under-Performance
Portfolio return minus ZM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZM 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 ZM 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