+145.4%
VLO vs ZTS
-50.7%
+196.1%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +1.6% |
| 7D | +6.2% | -3.8% | +10.0% | +6.2% |
| 30D | +23.5% | -2.0% | +25.5% | +23.5% |
| 3M | +53.9% | -10.2% | +64.0% | +53.3% |
| 6M | +81.7% | -39.4% | +121.1% | +81.0% |
| YTD | +142.5% | -40.8% | +183.3% | +142.2% |
| 1Y | +145.4% | -50.1% | +195.6% | +147.0% |
| All | +145.4% | -50.7% | +196.1% | +147.0% |
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