+1,076.4%
V vs ZTS
+185.1%
+891.4%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.3% | +3.3% | +1.4% |
| 7D | +2.2% | -0.4% | +2.6% | +2.2% |
| 30D | +13.6% | +11.7% | +1.9% | +8.3% |
| 3M | +14.3% | +3.5% | +10.8% | +12.1% |
| 6M | +33.1% | -27.6% | +60.7% | +48.3% |
| YTD | +21.2% | -35.5% | +56.7% | +41.5% |
| 1Y | +26.4% | -32.1% | +58.5% | +43.9% |
| 3Y | +77.6% | -49.1% | +126.7% | +121.9% |
| 5Y | +102.6% | -61.0% | +163.6% | +182.4% |
| 10Y | +464.4% | +74.4% | +390.0% | +321.8% |
| All | +1,076.4% | +185.1% | +891.4% | +656.7% |
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 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