+468.7%
VLO vs ZS
+494.5%
-25.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.6% | +0.7% | -0.8% |
| 7D | +4.0% | -8.1% | +12.0% | +4.4% |
| 30D | +19.0% | -8.4% | +27.4% | +19.5% |
| 3M | +50.0% | +31.1% | +18.9% | +47.7% |
| 6M | +79.1% | +4.4% | +74.7% | +77.4% |
| YTD | +140.3% | -27.3% | +167.6% | +142.0% |
| 1Y | +148.3% | -41.4% | +189.7% | +152.7% |
| 3Y | +194.6% | +1.7% | +192.9% | +190.4% |
| 5Y | +609.6% | -39.6% | +649.2% | +596.1% |
| All | +468.7% | +494.5% | -25.7% | +333.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ZS.
Daily Out/Under-Performance
Portfolio return minus ZS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZS 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded ZS 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling