+120.6%
VLO vs ZTS
-26.9%
+147.5%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +7.5% | -13.2% | -5.1% |
| 7D | -6.0% | +15.4% | -21.4% | -4.9% |
| 30D | -12.9% | +25.8% | -38.6% | -11.5% |
| 3M | +18.3% | +18.1% | +0.2% | +19.9% |
| 6M | +46.4% | -19.7% | +66.2% | +45.6% |
| YTD | +127.7% | -27.5% | +155.3% | +126.4% |
| 1Y | +120.6% | -26.7% | +147.3% | +120.1% |
| All | +120.6% | -26.9% | +147.5% | +120.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ZTS.
Daily Out/Under-Performance
Portfolio return minus ZTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZTS 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 ZTS 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