+56.2%
ZTS vs AVAV
+516.1%
-459.9%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.9% | -5.8% | -3.2% |
| 7D | -4.8% | +3.2% | -8.0% | -5.1% |
| 30D | +1.2% | -20.3% | +21.6% | +3.3% |
| 3M | -6.0% | -19.4% | +13.4% | -4.8% |
| 6M | -38.7% | -35.3% | -3.5% | -36.9% |
| YTD | -40.6% | -38.5% | -2.1% | -39.3% |
| 1Y | -50.6% | -37.2% | -13.4% | -50.0% |
| 3Y | -58.7% | +31.1% | -89.9% | -63.3% |
| 5Y | -62.8% | +41.0% | -103.9% | -68.3% |
| 10Y | +56.2% | +508.8% | -452.6% | +9.8% |
| All | +56.2% | +516.1% | -459.9% | +9.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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