+938.9%
VLO vs ZTS
+56.2%
+882.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +1.7% |
| 7D | +6.2% | -3.8% | +10.0% | +7.5% |
| 30D | +23.5% | -2.0% | +25.5% | +24.1% |
| 3M | +53.9% | -10.2% | +64.0% | +58.5% |
| 6M | +81.7% | -39.4% | +121.1% | +110.5% |
| YTD | +142.5% | -40.8% | +183.3% | +183.1% |
| 1Y | +145.4% | -50.1% | +195.6% | +204.6% |
| 3Y | +197.3% | -58.9% | +256.2% | +289.7% |
| 5Y | +614.6% | -62.4% | +677.0% | +845.5% |
| 10Y | +938.9% | +58.8% | +880.1% | +604.4% |
| All | +938.9% | +56.2% | +882.7% | +604.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling