+215.6%
RSP vs ZTS
+74.0%
+141.6%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +3.7% | -1.4% | +0.9% |
| 7D | +0.4% | -1.0% | +1.5% | +0.6% |
| 30D | +3.7% | +10.8% | -7.1% | -0.7% |
| 3M | +0.8% | +14.1% | -13.3% | -4.8% |
| 6M | +9.1% | +0.8% | +8.3% | +7.4% |
| YTD | +16.7% | -33.1% | +49.8% | +33.6% |
| 1Y | +19.7% | -30.0% | +49.7% | +34.1% |
| 3Y | +66.7% | -49.5% | +116.2% | +109.0% |
| 5Y | +48.7% | -60.2% | +108.9% | +105.2% |
| 10Y | +215.6% | +77.0% | +138.5% | +138.6% |
| All | +215.6% | +74.0% | +141.6% | +138.6% |
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