+55.7%
ZTS vs APTV
-16.1%
+71.8%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.2% |
| 7D | -3.7% | -5.0% | +1.3% | -2.6% |
| 30D | -0.8% | -6.1% | +5.3% | +0.7% |
| 3M | -9.7% | -33.0% | +23.3% | -1.3% |
| 6M | -38.4% | -35.2% | -3.2% | -32.7% |
| YTD | -41.1% | -40.1% | -0.9% | -34.6% |
| 1Y | -50.6% | -45.6% | -5.0% | -43.9% |
| 3Y | -59.1% | -54.4% | -4.8% | -53.0% |
| 5Y | -62.7% | -68.9% | +6.2% | -54.2% |
| All | +55.7% | -16.1% | +71.8% | +49.1% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 10y: compounded portfolio wealth divided by compounded APTV 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…
10y analysis · Full analysis span regression · 6 months rolling