-46.3%
ZTS vs RVMD
+622.3%
-668.6%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | -0.1% | +0.1% |
| 7D | -3.7% | -3.0% | -0.8% | -3.5% |
| 30D | -0.8% | -0.7% | 0.0% | -0.8% |
| 3M | -9.7% | +36.5% | -46.3% | -12.9% |
| 6M | -38.4% | +104.6% | -143.0% | -43.4% |
| YTD | -41.1% | +155.8% | -196.9% | -47.6% |
| 1Y | -50.6% | +340.7% | -391.3% | -58.8% |
| 3Y | -59.1% | +519.9% | -579.1% | -68.3% |
| 5Y | -62.7% | +584.9% | -647.7% | -72.9% |
| All | -46.3% | +622.3% | -668.6% | -65.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 RVMD 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