+53.0%
RSP vs ZTS
-61.7%
+114.7%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.2% | -0.3% |
| 7D | -0.8% | -2.0% | +1.2% | -0.2% |
| 30D | -0.3% | +1.9% | -2.2% | -1.1% |
| 3M | +4.3% | -4.0% | +8.3% | +5.1% |
| 6M | +8.8% | -39.1% | +48.0% | +25.1% |
| YTD | +15.3% | -38.8% | +54.1% | +32.1% |
| 1Y | +18.3% | -49.6% | +67.8% | +44.4% |
| 3Y | +52.8% | -59.0% | +111.8% | +98.0% |
| All | +53.0% | -61.7% | +114.7% | +93.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling