+905.2%
VRT vs ZTS
-61.7%
+967.0%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.6% | +5.0% | +4.6% |
| 7D | +9.1% | -2.0% | +11.1% | +9.9% |
| 30D | +0.9% | +1.9% | -1.0% | -0.3% |
| 3M | -13.4% | -4.0% | -9.4% | -13.1% |
| 6M | +11.7% | -39.1% | +50.8% | +35.2% |
| YTD | +73.2% | -38.8% | +112.0% | +108.5% |
| 1Y | +123.4% | -49.6% | +173.0% | +194.4% |
| 3Y | +606.2% | -59.0% | +665.1% | +894.1% |
| All | +905.2% | -61.7% | +967.0% | +1,392.5% |
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