+387.9%
RSP vs ZTS
+196.5%
+191.4%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.8% |
| 7D | -0.3% | -7.4% | +7.1% | +2.4% |
| 30D | +4.4% | +9.9% | -5.4% | +0.7% |
| 3M | +1.3% | +10.3% | -9.1% | -2.8% |
| 6M | +10.0% | +9.2% | +0.8% | +5.4% |
| YTD | +17.6% | -32.9% | +50.5% | +32.9% |
| 1Y | +19.2% | -29.7% | +48.9% | +32.1% |
| 3Y | +66.0% | -49.0% | +115.0% | +103.3% |
| 5Y | +50.4% | -59.3% | +109.7% | +98.1% |
| 10Y | +215.7% | +78.9% | +136.7% | +148.7% |
| All | +387.9% | +196.5% | +191.4% | +232.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling