+21.2%
IGV vs ZTS
-63.0%
+84.2%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.7% |
| 7D | -1.5% | -3.8% | +2.2% | -0.2% |
| 30D | -3.0% | -2.0% | -1.0% | -2.5% |
| 3M | +9.6% | -10.2% | +19.8% | +13.2% |
| 6M | +16.1% | -39.4% | +55.5% | +37.2% |
| YTD | -3.6% | -40.8% | +37.2% | +14.8% |
| 1Y | -7.8% | -50.1% | +42.3% | +18.3% |
| 3Y | +40.0% | -58.9% | +98.9% | +91.8% |
| 5Y | +21.2% | -62.4% | +83.6% | +76.3% |
| All | +21.2% | -63.0% | +84.2% | +76.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling