+56.2%
ZTS vs MSCI
+594.9%
-538.7%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -3.8% | +0.8% | -1.4% |
| 7D | -4.8% | -2.1% | -2.7% | -3.9% |
| 30D | +1.2% | -1.7% | +3.0% | +1.9% |
| 3M | -6.0% | -8.2% | +2.2% | -3.1% |
| 6M | -38.7% | -2.4% | -36.3% | -38.8% |
| YTD | -40.6% | -2.8% | -37.8% | -41.0% |
| 1Y | -50.6% | -2.7% | -47.9% | -51.2% |
| 3Y | -58.7% | +7.3% | -66.1% | -62.2% |
| 5Y | -62.8% | -11.4% | -51.4% | -63.9% |
| 10Y | +56.2% | +605.8% | -549.6% | -36.6% |
| All | +56.2% | +594.9% | -538.7% | -36.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 10y: compounded portfolio wealth divided by compounded MSCI 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…
10y analysis · Full analysis span regression · 6 months rolling