+508.0%
VTI vs ZTS
+162.3%
+345.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.0% | +2.4% | +0.5% |
| 7D | +0.6% | -4.8% | +5.4% | +2.4% |
| 30D | -1.1% | +1.2% | -2.3% | -1.8% |
| 3M | +3.9% | -6.0% | +9.9% | +5.5% |
| 6M | +14.6% | -38.7% | +53.4% | +34.4% |
| YTD | +13.3% | -40.6% | +53.9% | +34.2% |
| 1Y | +19.2% | -50.6% | +69.8% | +50.9% |
| 3Y | +77.4% | -58.7% | +136.1% | +136.0% |
| 5Y | +74.0% | -62.8% | +136.9% | +137.5% |
| 10Y | +294.6% | +56.2% | +238.4% | +226.5% |
| All | +508.0% | +162.3% | +345.7% | +335.6% |
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