+58.8%
ZTS vs RRC
+4.5%
+54.3%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | 0.0% | -0.3% |
| 7D | -3.8% | -1.7% | -2.0% | -3.7% |
| 30D | -2.0% | +3.6% | -5.6% | -2.2% |
| 3M | -10.2% | +8.8% | -19.0% | -10.7% |
| 6M | -39.4% | +0.8% | -40.2% | -39.5% |
| YTD | -40.8% | +19.0% | -59.8% | -41.5% |
| 1Y | -50.1% | +22.9% | -73.0% | -50.9% |
| 3Y | -58.9% | +32.3% | -91.2% | -59.9% |
| 5Y | -62.4% | +151.6% | -213.9% | -64.8% |
| 10Y | +58.8% | +5.5% | +53.3% | +53.4% |
| All | +58.8% | +4.5% | +54.3% | +53.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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