+20.4%
XLV vs ZTS
-50.3%
+70.8%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.3% | -0.2% |
| 7D | -3.6% | -3.7% | +0.2% | -3.0% |
| 30D | -1.8% | -0.8% | -1.1% | -1.7% |
| 3M | +7.8% | -9.7% | +17.5% | +9.1% |
| 6M | +9.1% | -38.4% | +47.5% | +15.7% |
| YTD | +7.7% | -41.1% | +48.8% | +14.9% |
| 1Y | +20.4% | -50.6% | +71.0% | +32.4% |
| All | +20.4% | -50.3% | +70.8% | +32.4% |
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 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