+174.6%
ZTS vs OVV
-9.0%
+183.7%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.7% | +1.1% | -0.5% |
| 7D | -2.0% | +0.3% | -2.2% | -2.0% |
| 30D | +1.9% | +11.7% | -9.8% | +1.0% |
| 3M | -4.0% | +9.8% | -13.8% | -4.8% |
| 6M | -39.1% | +26.6% | -65.7% | -40.4% |
| YTD | -38.8% | +67.0% | -105.8% | -41.4% |
| 1Y | -49.6% | +55.9% | -105.5% | -51.5% |
| 3Y | -59.0% | +45.5% | -104.5% | -60.8% |
| 5Y | -61.8% | +157.3% | -219.1% | -65.5% |
| 10Y | +61.4% | +65.0% | -3.6% | +31.6% |
| All | +174.6% | -9.0% | +183.7% | +129.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling