+204.4%
RSP vs ZTS
+54.3%
+150.1%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.0% | +1.9% | +0.1% |
| 7D | -0.4% | -4.8% | +4.4% | +1.5% |
| 30D | -1.5% | +1.2% | -2.8% | -2.2% |
| 3M | +4.8% | -6.0% | +10.8% | +6.6% |
| 6M | +10.3% | -38.7% | +49.0% | +31.0% |
| YTD | +14.1% | -40.6% | +54.7% | +37.2% |
| 1Y | +17.0% | -50.6% | +67.6% | +51.3% |
| 3Y | +54.2% | -58.7% | +112.9% | +110.8% |
| 5Y | +51.5% | -62.8% | +114.3% | +112.9% |
| 10Y | +204.4% | +56.2% | +148.2% | +146.6% |
| All | +204.4% | +54.3% | +150.1% | +146.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling