-29.1%
ZTS vs ONTO
+459.0%
-488.2%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.8% | -1.6% | 0.0% |
| 7D | -0.6% | -2.4% | +1.8% | -0.7% |
| 30D | +11.0% | -32.9% | +43.9% | +15.7% |
| 3M | +10.9% | -32.2% | +43.2% | +14.6% |
| 6M | +0.9% | -30.6% | +31.5% | +1.3% |
| YTD | -33.0% | +25.1% | -58.1% | -39.5% |
| 1Y | -29.6% | +40.0% | -69.6% | -37.8% |
| 3Y | -49.0% | +45.7% | -94.7% | -59.5% |
| 5Y | -59.5% | +128.8% | -188.3% | -72.7% |
| All | -29.1% | +459.0% | -488.2% | -66.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 ONTO 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