+77.0%
ZTS vs RACE
+738.3%
-661.2%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.7% | +3.0% | +3.4% |
| 7D | -1.0% | +3.9% | -5.0% | -2.3% |
| 30D | +10.8% | +7.4% | +3.3% | +8.0% |
| 3M | +14.1% | +1.6% | +12.5% | +13.4% |
| 6M | +0.8% | +23.3% | -22.6% | -7.3% |
| YTD | -33.1% | +14.7% | -47.8% | -37.2% |
| 1Y | -30.0% | +2.5% | -32.5% | -31.5% |
| 3Y | -49.5% | +28.0% | -77.5% | -57.4% |
| 5Y | -60.2% | +69.8% | -130.0% | -71.1% |
| 10Y | +77.0% | +734.9% | -657.8% | -27.0% |
| All | +77.0% | +738.3% | -661.2% | -27.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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