+82.6%
VOO vs ZTS
-62.7%
+145.3%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.4% |
| 7D | -2.0% | -4.5% | +2.5% | -0.8% |
| 30D | -1.7% | -3.3% | +1.6% | -0.9% |
| 3M | +4.7% | -9.7% | +14.5% | +7.3% |
| 6M | +12.6% | -38.8% | +51.4% | +28.0% |
| YTD | +11.8% | -41.2% | +52.9% | +28.6% |
| 1Y | +17.5% | -50.3% | +67.8% | +42.6% |
| 3Y | +77.0% | -59.1% | +136.1% | +125.8% |
| 5Y | +82.6% | -62.8% | +145.3% | +133.2% |
| All | +82.6% | -62.7% | +145.3% | +133.2% |
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