-58.7%
ZTS vs AVTR
-25.8%
-33.0%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.9% | -4.8% | -3.3% |
| 7D | -4.8% | +7.4% | -12.2% | -6.2% |
| 30D | +1.2% | +12.2% | -11.0% | -1.1% |
| 3M | -6.0% | +57.4% | -63.4% | -14.9% |
| 6M | -38.7% | +86.7% | -125.4% | -46.6% |
| YTD | -40.6% | +33.1% | -73.7% | -44.9% |
| 1Y | -50.6% | +16.1% | -66.7% | -53.7% |
| 3Y | -58.7% | -24.6% | -34.1% | -60.1% |
| All | -58.7% | -25.8% | -33.0% | -60.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 3y: compounded portfolio wealth divided by compounded AVTR 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…
3y analysis · Full analysis span regression · 6 months rolling