-61.4%
ZTS vs DOC
-24.5%
-36.9%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.8% | +1.2% | 0.0% |
| 7D | -2.0% | -1.5% | -0.5% | -1.5% |
| 30D | +1.9% | -4.8% | +6.7% | +3.5% |
| 3M | -4.0% | +6.9% | -10.9% | -6.6% |
| 6M | -39.1% | +20.7% | -59.9% | -43.8% |
| YTD | -38.8% | +34.1% | -73.0% | -46.1% |
| 1Y | -49.6% | +22.6% | -72.2% | -53.9% |
| 3Y | -59.0% | +20.8% | -79.8% | -62.8% |
| All | -61.4% | -24.5% | -36.9% | -57.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 5y: compounded portfolio wealth divided by compounded DOC 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…
5y analysis · Full analysis span regression · 6 months rolling