-26.7%
ZTS vs IVZ
+30.5%
-57.2%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +4.2% | +3.3% | +6.8% |
| 7D | +15.4% | +2.6% | +12.8% | +14.9% |
| 30D | +25.8% | -3.5% | +29.2% | +26.2% |
| 3M | +18.1% | -7.4% | +25.5% | +19.2% |
| 6M | -19.7% | +14.7% | -34.4% | -23.2% |
| YTD | -27.5% | +14.6% | -42.1% | -31.5% |
| 1Y | -26.7% | +30.7% | -57.4% | -34.3% |
| All | -26.7% | +30.5% | -57.2% | -34.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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