+166.5%
ZTS vs TRV
+522.5%
-356.1%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.0% | -2.0% | -2.6% |
| 7D | -4.8% | +0.5% | -5.3% | -5.0% |
| 30D | +1.2% | -4.9% | +6.1% | +3.1% |
| 3M | -6.0% | +23.7% | -29.8% | -13.7% |
| 6M | -38.7% | +20.3% | -59.0% | -43.1% |
| YTD | -40.6% | +27.1% | -67.7% | -46.0% |
| 1Y | -50.6% | +35.3% | -85.9% | -56.2% |
| 3Y | -58.7% | +139.8% | -198.6% | -71.3% |
| 5Y | -62.8% | +153.9% | -216.7% | -75.2% |
| 10Y | +56.2% | +285.9% | -229.7% | -18.1% |
| All | +166.5% | +522.5% | -356.1% | +16.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling