+14.8%
IVV vs ZTS
-26.9%
+41.7%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +7.5% | -5.9% | +1.2% |
| 7D | -0.7% | +15.4% | -16.1% | -1.4% |
| 30D | -1.0% | +25.8% | -26.8% | -2.2% |
| 3M | -0.3% | +18.1% | -18.4% | -1.2% |
| 6M | +7.4% | -19.7% | +27.1% | +10.3% |
| YTD | +13.4% | -27.5% | +40.9% | +18.9% |
| 1Y | +14.8% | -26.7% | +41.5% | +20.3% |
| All | +14.8% | -26.9% | +41.7% | +20.3% |
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