-62.8%
ZTS vs VEA
+57.9%
-120.7%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | +0.3% |
| 7D | -4.5% | -2.1% | -2.4% | -3.0% |
| 30D | -3.3% | -1.1% | -2.2% | -2.6% |
| 3M | -9.7% | +5.1% | -14.8% | -13.8% |
| 6M | -38.8% | +9.8% | -48.6% | -43.7% |
| YTD | -41.2% | +15.9% | -57.1% | -48.3% |
| 1Y | -50.3% | +24.6% | -74.9% | -58.7% |
| 3Y | -59.1% | +75.5% | -134.7% | -74.9% |
| 5Y | -62.8% | +59.4% | -122.2% | -76.0% |
| All | -62.8% | +57.9% | -120.7% | -76.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling