+41.8%
SCHD vs ZTS
-26.9%
+68.7%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +7.5% | -5.6% | +0.9% |
| 7D | +3.2% | +15.4% | -12.2% | +1.3% |
| 30D | +10.7% | +25.8% | -15.1% | +7.5% |
| 3M | +7.8% | +18.1% | -10.3% | +5.4% |
| 6M | +16.7% | -19.7% | +36.5% | +18.4% |
| YTD | +35.3% | -27.5% | +62.8% | +40.3% |
| 1Y | +41.8% | -26.7% | +68.5% | +46.6% |
| All | +41.8% | -26.9% | +68.7% | +46.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling