+87.8%
ZTS vs MTB
+115.1%
-27.3%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.6% | +0.4% | +0.9% |
| 7D | +5.6% | +1.5% | +4.0% | +5.2% |
| 30D | +12.1% | +2.3% | +9.7% | +11.6% |
| 3M | +11.3% | -12.1% | +23.4% | +14.7% |
| 6M | +14.3% | +9.8% | +4.5% | +11.7% |
| YTD | -31.9% | +12.0% | -43.9% | -33.6% |
| 1Y | -29.3% | +22.0% | -51.3% | -32.4% |
| 3Y | -48.0% | +107.6% | -155.7% | -56.6% |
| 5Y | -58.9% | +61.9% | -120.7% | -64.3% |
| All | +87.8% | +115.1% | -27.3% | +46.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 MTB 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