+55.7%
ZTS vs RSG
+428.9%
-373.2%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | -0.3% |
| 7D | -3.7% | 0.0% | -3.8% | -3.7% |
| 30D | -0.8% | +4.0% | -4.7% | -2.9% |
| 3M | -9.7% | +7.4% | -17.1% | -13.5% |
| 6M | -38.4% | +0.1% | -38.5% | -38.7% |
| YTD | -41.1% | +6.0% | -47.1% | -43.4% |
| 1Y | -50.6% | -3.0% | -47.6% | -50.2% |
| 3Y | -59.1% | +56.5% | -115.6% | -70.0% |
| 5Y | -62.7% | +90.9% | -153.6% | -76.3% |
| All | +55.7% | +428.9% | -373.2% | -37.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 RSG 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