+205.7%
ZTS vs SYY
+251.3%
-45.6%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.1% | -0.1% | +0.7% |
| 7D | +5.6% | +0.3% | +5.3% | +5.5% |
| 30D | +12.1% | -4.8% | +16.9% | +13.6% |
| 3M | +11.3% | -7.1% | +18.3% | +13.5% |
| 6M | +14.3% | +6.8% | +7.5% | +11.8% |
| YTD | -31.9% | +7.7% | -39.5% | -34.1% |
| 1Y | -29.3% | +5.7% | -34.9% | -31.2% |
| 3Y | -48.0% | +24.6% | -72.6% | -52.1% |
| 5Y | -58.9% | +15.6% | -74.5% | -61.4% |
| 10Y | +81.7% | +87.9% | -6.3% | +38.6% |
| All | +205.7% | +251.3% | -45.6% | +95.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling