+58.8%
ZTS vs RVTY
+134.6%
-75.7%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.5% | +2.2% | +0.7% |
| 7D | -3.8% | -5.4% | +1.7% | -1.5% |
| 30D | -2.0% | +6.7% | -8.8% | -5.0% |
| 3M | -10.2% | +19.0% | -29.2% | -17.4% |
| 6M | -39.4% | +34.6% | -74.1% | -47.6% |
| YTD | -40.8% | +28.3% | -69.1% | -48.0% |
| 1Y | -50.1% | +46.0% | -96.2% | -58.9% |
| 3Y | -58.9% | +16.9% | -75.8% | -64.3% |
| 5Y | -62.4% | -32.9% | -29.4% | -57.7% |
| 10Y | +58.8% | +141.6% | -82.8% | -10.5% |
| All | +58.8% | +134.6% | -75.7% | -10.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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