-50.6%
ZTS vs ITOT
+17.8%
-68.5%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.7% | -0.3% |
| 7D | -3.7% | -0.9% | -2.8% | -3.2% |
| 30D | -0.8% | -1.5% | +0.7% | +0.1% |
| 3M | -9.7% | +3.6% | -13.3% | -12.1% |
| 6M | -38.4% | +13.7% | -52.1% | -44.8% |
| YTD | -41.1% | +12.9% | -54.0% | -47.0% |
| 1Y | -50.6% | +17.2% | -67.8% | -57.0% |
| All | -50.6% | +17.8% | -68.5% | -57.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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