-49.6%
ZTS vs FTV
+21.5%
-71.1%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.5% | -0.3% |
| 7D | -2.0% | -4.6% | +2.6% | -0.6% |
| 30D | +1.9% | -7.2% | +9.1% | +4.1% |
| 3M | -4.0% | -7.3% | +3.3% | -2.3% |
| 6M | -39.1% | -1.6% | -37.5% | -39.5% |
| YTD | -38.8% | +3.3% | -42.2% | -40.5% |
| 1Y | -49.6% | +20.2% | -69.8% | -54.2% |
| All | -49.6% | +21.5% | -71.1% | -54.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 1y: compounded portfolio wealth divided by compounded FTV 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…
1y analysis · Full analysis span regression · 6 months rolling