+55.7%
ZTS vs RRX
+228.4%
-172.7%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.7% | -3.5% | -0.8% |
| 7D | -3.7% | -0.3% | -3.4% | -3.7% |
| 30D | -0.8% | -6.1% | +5.4% | +0.7% |
| 3M | -9.7% | -23.1% | +13.3% | -4.7% |
| 6M | -38.4% | -19.5% | -18.9% | -36.0% |
| YTD | -41.1% | +16.1% | -57.2% | -45.2% |
| 1Y | -50.6% | +12.9% | -63.5% | -54.0% |
| 3Y | -59.1% | +7.9% | -67.1% | -63.3% |
| 5Y | -62.7% | +19.1% | -81.8% | -68.7% |
| All | +55.7% | +228.4% | -172.7% | -10.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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