-58.7%
ZTS vs OVV
+107.0%
-165.7%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.3% | +1.0% |
| 7D | +5.6% | +8.0% | -2.5% | +4.8% |
| 30D | +12.1% | -2.0% | +14.1% | +12.1% |
| 3M | +11.3% | +5.4% | +5.8% | +10.4% |
| 6M | +14.3% | +14.3% | 0.0% | +12.2% |
| YTD | -31.9% | +69.4% | -101.3% | -36.3% |
| 1Y | -29.3% | +72.4% | -101.6% | -34.0% |
| 3Y | -48.0% | +58.4% | -106.4% | -52.0% |
| All | -58.7% | +107.0% | -165.7% | -62.6% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 OVV 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