+25.0%
V vs ZTS
-29.4%
+54.4%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.5% | -1.7% | -1.3% |
| 7D | -0.4% | +1.0% | -1.4% | -0.5% |
| 30D | +6.3% | +12.4% | -6.1% | +4.8% |
| 3M | +17.2% | +13.6% | +3.6% | +15.2% |
| 6M | +29.2% | +9.3% | +19.9% | +27.4% |
| YTD | +20.8% | -32.6% | +53.4% | +25.2% |
| 1Y | +25.0% | -30.0% | +55.0% | +28.7% |
| All | +25.0% | -29.4% | +54.4% | +28.7% |
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