-62.8%
ZTS vs SYY
+20.0%
-82.7%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -1.0% |
| 7D | -4.5% | +1.5% | -6.0% | -5.0% |
| 30D | -3.3% | -2.3% | -1.0% | -2.5% |
| 3M | -9.7% | +5.5% | -15.2% | -11.6% |
| 6M | -38.8% | -1.0% | -37.9% | -39.1% |
| YTD | -41.2% | +14.1% | -55.3% | -45.1% |
| 1Y | -50.3% | +5.6% | -55.9% | -52.1% |
| 3Y | -59.1% | +27.9% | -87.0% | -64.1% |
| 5Y | -62.8% | +22.7% | -85.5% | -66.7% |
| All | -62.8% | +20.0% | -82.7% | -66.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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