+55.7%
ZTS vs VEA
+165.0%
-109.3%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.9% | -0.7% |
| 7D | -3.7% | -1.5% | -2.3% | -2.6% |
| 30D | -0.8% | -0.8% | +0.1% | -0.2% |
| 3M | -9.7% | +2.5% | -12.2% | -12.1% |
| 6M | -38.4% | +11.1% | -49.5% | -44.2% |
| YTD | -41.1% | +17.2% | -58.3% | -49.1% |
| 1Y | -50.6% | +24.5% | -75.1% | -59.4% |
| 3Y | -59.1% | +75.4% | -134.6% | -75.3% |
| 5Y | -62.7% | +61.1% | -123.8% | -75.8% |
| All | +55.7% | +165.0% | -109.3% | -34.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 10y: compounded portfolio wealth divided by compounded VEA 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…
10y analysis · Full analysis span regression · 6 months rolling