-49.6%
ZTS vs TRV
+34.7%
-84.3%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.3% | +0.7% | -0.3% |
| 7D | -2.0% | -0.1% | -1.8% | -1.9% |
| 30D | +1.9% | -3.4% | +5.3% | +2.9% |
| 3M | -4.0% | +26.4% | -30.4% | -11.6% |
| 6M | -39.1% | +19.3% | -58.4% | -43.4% |
| YTD | -38.8% | +28.3% | -67.1% | -43.3% |
| 1Y | -49.6% | +34.3% | -83.8% | -51.3% |
| All | -49.6% | +34.7% | -84.3% | -51.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 1y: compounded portfolio wealth divided by compounded TRV 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…
1y analysis · Full analysis span regression · 6 months rolling