+1,855.0%
VRT vs ZTS
+4.2%
+1,850.8%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.2% | -3.3% | -3.2% |
| 7D | -17.7% | -0.6% | -17.1% | -17.6% |
| 30D | -20.0% | +11.0% | -31.0% | -23.7% |
| 3M | -28.1% | +10.9% | -39.0% | -31.8% |
| 6M | -42.8% | +0.9% | -43.8% | -44.6% |
| YTD | +20.0% | -33.0% | +52.9% | +38.5% |
| 1Y | +3.5% | -29.6% | +33.1% | +16.4% |
| 3Y | +366.1% | -49.0% | +415.1% | +478.7% |
| 5Y | +632.2% | -59.5% | +691.7% | +926.2% |
| All | +1,855.0% | +4.2% | +1,850.8% | +1,888.4% |
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