+174.6%
ZTS vs RVTY
+288.9%
-114.3%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.5% |
| 7D | -2.0% | +1.1% | -3.1% | -2.5% |
| 30D | +1.9% | +13.2% | -11.3% | -3.6% |
| 3M | -4.0% | +27.2% | -31.2% | -14.2% |
| 6M | -39.1% | +32.4% | -71.5% | -46.9% |
| YTD | -38.8% | +34.9% | -73.7% | -47.4% |
| 1Y | -49.6% | +52.4% | -101.9% | -59.1% |
| 3Y | -59.0% | +12.3% | -71.3% | -63.5% |
| 5Y | -61.8% | -30.8% | -30.9% | -57.9% |
| 10Y | +61.4% | +150.7% | -89.2% | -8.6% |
| All | +174.6% | +288.9% | -114.3% | +35.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling