+58.8%
ZTS vs SPG
+59.6%
-0.8%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.4% | +2.1% | +0.2% |
| 7D | -3.8% | -1.7% | -2.1% | -3.4% |
| 30D | -2.0% | -6.3% | +4.2% | -0.7% |
| 3M | -10.2% | -2.4% | -7.8% | -9.8% |
| 6M | -39.4% | +9.6% | -49.0% | -40.5% |
| YTD | -40.8% | +14.2% | -55.0% | -42.4% |
| 1Y | -50.1% | +19.3% | -69.4% | -51.9% |
| 3Y | -58.9% | +106.7% | -165.6% | -64.5% |
| 5Y | -62.4% | +104.2% | -166.6% | -67.7% |
| 10Y | +58.8% | +63.7% | -4.9% | +47.7% |
| All | +58.8% | +59.6% | -0.8% | +47.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 SPG 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