-62.8%
ZTS vs TRV
+154.6%
-217.4%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.1% | -0.8% |
| 7D | -4.5% | -1.5% | -3.0% | -4.1% |
| 30D | -3.3% | -1.8% | -1.5% | -2.9% |
| 3M | -9.7% | +21.6% | -31.3% | -14.7% |
| 6M | -38.8% | +22.5% | -61.3% | -42.3% |
| YTD | -41.2% | +28.1% | -69.3% | -45.1% |
| 1Y | -50.3% | +37.0% | -87.3% | -54.5% |
| 3Y | -59.1% | +141.9% | -201.0% | -67.8% |
| 5Y | -62.8% | +158.5% | -221.3% | -71.2% |
| All | -62.8% | +154.6% | -217.4% | -71.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling