+61.0%
RSP vs ZTS
-51.2%
+112.2%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.3% | +2.9% | +0.3% |
| 7D | -1.0% | -0.4% | -0.6% | -1.0% |
| 30D | +2.6% | +11.7% | -9.1% | +0.3% |
| 3M | -0.8% | +3.5% | -4.2% | -1.7% |
| 6M | +6.3% | -27.6% | +33.9% | +12.8% |
| YTD | +14.1% | -35.5% | +49.6% | +24.7% |
| 1Y | +18.0% | -32.1% | +50.1% | +27.1% |
| 3Y | +61.0% | -49.1% | +110.1% | +85.9% |
| All | +61.0% | -51.2% | +112.2% | +85.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling