-59.1%
ZTS vs TRV
+146.6%
-205.7%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.1% | -1.9% | -0.4% |
| 7D | -3.7% | +1.9% | -5.7% | -4.2% |
| 30D | -0.8% | +1.7% | -2.5% | -1.2% |
| 3M | -9.7% | +23.9% | -33.6% | -15.0% |
| 6M | -38.4% | +26.3% | -64.7% | -42.3% |
| YTD | -41.1% | +30.8% | -71.9% | -45.2% |
| 1Y | -50.6% | +36.3% | -86.9% | -54.5% |
| 3Y | -59.1% | +145.0% | -204.2% | -64.3% |
| All | -59.1% | +146.6% | -205.7% | -64.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling