+87.8%
ZTS vs EMB
+36.5%
+51.3%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.3% | +1.3% |
| 7D | +5.6% | -0.9% | +6.5% | +6.6% |
| 30D | +12.1% | +0.4% | +11.7% | +11.8% |
| 3M | +11.3% | -3.1% | +14.4% | +15.4% |
| 6M | +14.3% | -2.1% | +16.4% | +17.0% |
| YTD | -31.9% | -1.1% | -30.8% | -30.8% |
| 1Y | -29.3% | -0.1% | -29.2% | -28.9% |
| 3Y | -48.0% | +29.6% | -77.6% | -60.4% |
| 5Y | -58.9% | +7.2% | -66.1% | -61.2% |
| All | +87.8% | +36.5% | +51.3% | +47.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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