+25.2%
VZ vs ZTS
-26.9%
+52.2%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +7.5% | -5.4% | +1.2% |
| 7D | +6.9% | +15.4% | -8.5% | +5.2% |
| 30D | +2.3% | +25.8% | -23.5% | -0.3% |
| 3M | 0.0% | +18.1% | -18.1% | -1.8% |
| 6M | +0.2% | -19.7% | +20.0% | +0.8% |
| YTD | +20.9% | -27.5% | +48.4% | +22.4% |
| 1Y | +25.2% | -26.7% | +51.9% | +26.5% |
| All | +25.2% | -26.9% | +52.2% | +26.5% |
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 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