-62.8%
ZTS vs FISV
-57.7%
-5.1%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.2% | -0.7% |
| 7D | -4.5% | -7.2% | +2.7% | -3.0% |
| 30D | -3.3% | -7.2% | +3.9% | -1.8% |
| 3M | -9.7% | -8.2% | -1.6% | -8.4% |
| 6M | -38.8% | -17.7% | -21.1% | -36.7% |
| YTD | -41.2% | -27.2% | -14.0% | -37.7% |
| 1Y | -50.3% | -63.0% | +12.7% | -41.5% |
| 3Y | -59.1% | -59.8% | +0.6% | -58.4% |
| 5Y | -62.8% | -55.8% | -7.0% | -65.5% |
| All | -62.8% | -57.7% | -5.1% | -65.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 FISV 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