-62.8%
ZTS vs RVTY
-32.1%
-30.7%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.4% | -0.6% | -2.1% |
| 7D | -4.8% | +0.4% | -5.2% | -4.9% |
| 30D | +1.2% | +10.8% | -9.6% | -2.8% |
| 3M | -6.0% | +26.8% | -32.8% | -14.7% |
| 6M | -38.7% | +39.3% | -78.1% | -46.8% |
| YTD | -40.6% | +31.6% | -72.2% | -47.6% |
| 1Y | -50.6% | +47.7% | -98.3% | -58.5% |
| 3Y | -58.7% | +19.9% | -78.7% | -63.8% |
| 5Y | -62.8% | -32.3% | -30.5% | -56.7% |
| All | -62.8% | -32.1% | -30.7% | -56.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling