+109.6%
VRT vs ZTS
-50.7%
+160.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -0.3% | -9.3% | -9.6% |
| 7D | +2.4% | -3.8% | +6.2% | +2.4% |
| 30D | -2.7% | -2.0% | -0.6% | -2.7% |
| 3M | -9.2% | -10.2% | +1.0% | -8.2% |
| 6M | -0.5% | -39.4% | +38.9% | +12.6% |
| YTD | +62.3% | -40.8% | +103.2% | +85.4% |
| 1Y | +109.6% | -50.1% | +159.7% | +164.8% |
| All | +109.6% | -50.7% | +160.2% | +164.8% |
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