+143.6%
VLO vs ZYBT
-83.2%
+226.8%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.2% | 0.0% |
| 7D | +5.2% | -6.9% | +12.1% | +5.2% |
| 30D | +22.6% | -31.8% | +54.4% | +22.6% |
| 3M | +43.8% | +94.0% | -50.2% | +42.8% |
| 6M | +65.7% | +99.0% | -33.3% | +65.0% |
| YTD | +131.1% | +40.0% | +91.1% | +129.3% |
| 1Y | +143.6% | -79.5% | +223.2% | +135.2% |
| All | +143.6% | -83.2% | +226.8% | +135.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ZYBT.
Daily Out/Under-Performance
Portfolio return minus ZYBT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZYBT 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 ZYBT 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