-62.8%
ZTS vs RVMD
+560.0%
-622.8%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.1% | +1.5% | -0.4% |
| 7D | -4.5% | -3.6% | -0.9% | -4.2% |
| 30D | -3.3% | -1.1% | -2.2% | -3.3% |
| 3M | -9.7% | +41.0% | -50.8% | -13.1% |
| 6M | -38.8% | +105.7% | -144.5% | -43.7% |
| YTD | -41.2% | +155.3% | -196.5% | -47.5% |
| 1Y | -50.3% | +402.7% | -453.0% | -59.1% |
| 3Y | -59.1% | +533.1% | -592.2% | -68.4% |
| 5Y | -62.8% | +583.5% | -646.3% | -73.6% |
| All | -62.8% | +560.0% | -622.8% | -73.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling