+189.6%
ZTS vs OVV
-14.6%
+204.2%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.6% | -2.7% | -3.3% |
| 7D | -0.4% | -16.7% | +16.3% | +0.9% |
| 30D | +11.7% | -1.5% | +13.2% | +11.7% |
| 3M | +3.5% | +1.6% | +1.9% | +3.2% |
| 6M | -27.6% | +2.0% | -29.7% | -27.9% |
| YTD | -35.5% | +56.8% | -92.3% | -38.0% |
| 1Y | -32.1% | +64.8% | -96.9% | -35.1% |
| 3Y | -49.1% | +38.3% | -87.3% | -51.2% |
| 5Y | -61.0% | +84.9% | -145.9% | -64.0% |
| 10Y | +74.4% | +54.5% | +19.9% | +42.8% |
| All | +189.6% | -14.6% | +204.2% | +142.3% |
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