-57.3%
ZTS vs KVUE
-20.4%
-36.9%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.2% | +0.2% |
| 7D | -3.7% | -5.1% | +1.4% | -2.6% |
| 30D | -0.8% | -6.3% | +5.5% | +0.7% |
| 3M | -9.7% | -0.5% | -9.2% | -9.7% |
| 6M | -38.4% | +3.1% | -41.5% | -38.9% |
| YTD | -41.1% | +6.7% | -47.8% | -42.0% |
| 1Y | -50.6% | -1.1% | -49.5% | -50.5% |
| 3Y | -59.1% | -8.7% | -50.4% | -59.3% |
| All | -57.3% | -20.4% | -36.9% | -57.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 KVUE 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