-9.8%
IGV vs ZTS
-50.2%
+40.3%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.6% |
| 7D | -5.4% | -4.5% | -0.9% | -5.3% |
| 30D | -2.6% | -3.3% | +0.7% | -2.6% |
| 3M | +10.5% | -9.7% | +20.3% | +10.7% |
| 6M | +18.2% | -38.8% | +57.0% | +21.2% |
| YTD | -4.2% | -41.2% | +37.0% | -1.2% |
| 1Y | -9.8% | -50.3% | +40.5% | -3.5% |
| All | -9.8% | -50.2% | +40.3% | -3.5% |
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