-61.4%
ZTS vs MSCI
-6.7%
-54.7%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.5% |
| 7D | -2.0% | +0.4% | -2.4% | -2.1% |
| 30D | +1.9% | +0.6% | +1.4% | +1.6% |
| 3M | -4.0% | -7.1% | +3.1% | -1.8% |
| 6M | -39.1% | +0.8% | -40.0% | -39.9% |
| YTD | -38.8% | +1.0% | -39.8% | -40.0% |
| 1Y | -49.6% | +4.3% | -53.9% | -51.5% |
| 3Y | -59.0% | +9.9% | -68.9% | -62.5% |
| All | -61.4% | -6.7% | -54.7% | -63.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling