-7.5%
IGV vs ZTS
-26.9%
+19.4%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +7.5% | -6.6% | +1.0% |
| 7D | -7.5% | +15.4% | -22.9% | -7.1% |
| 30D | -5.6% | +25.8% | -31.4% | -5.2% |
| 3M | +1.5% | +18.1% | -16.6% | +1.7% |
| 6M | +17.1% | -19.7% | +36.9% | +16.7% |
| YTD | -2.0% | -27.5% | +25.5% | -1.1% |
| 1Y | -7.5% | -26.7% | +19.2% | -6.3% |
| All | -7.5% | -26.9% | +19.4% | -6.3% |
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