+75.0%
VTI vs ZTS
-63.0%
+138.0%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.7% | +0.8% |
| 7D | -0.9% | -3.7% | +2.8% | +0.1% |
| 30D | -1.4% | -0.8% | -0.7% | -1.4% |
| 3M | +3.6% | -9.7% | +13.3% | +6.2% |
| 6M | +13.6% | -38.4% | +52.0% | +29.6% |
| YTD | +12.9% | -41.1% | +54.0% | +30.6% |
| 1Y | +17.2% | -50.6% | +67.8% | +43.7% |
| 3Y | +75.7% | -59.1% | +134.8% | +126.5% |
| All | +75.0% | -63.0% | +138.0% | +125.2% |
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