+211.0%
RSP vs ZTS
+80.8%
+130.2%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.0% | -0.8% | -0.2% |
| 7D | +2.4% | +5.6% | -3.2% | +0.3% |
| 30D | +4.3% | +12.1% | -7.8% | -0.6% |
| 3M | -0.3% | +11.3% | -11.6% | -4.9% |
| 6M | +9.8% | +14.3% | -4.5% | +3.0% |
| YTD | +16.8% | -31.9% | +48.7% | +32.9% |
| 1Y | +19.5% | -29.3% | +48.8% | +33.5% |
| 3Y | +65.1% | -48.0% | +113.2% | +104.6% |
| 5Y | +48.7% | -58.9% | +107.6% | +102.3% |
| All | +211.0% | +80.8% | +130.2% | +124.6% |
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