-26.7%
ZTS vs VEU
+17.0%
-43.7%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +2.0% | +5.5% | +6.7% |
| 7D | +15.4% | +0.2% | +15.2% | +15.3% |
| 30D | +25.8% | -2.1% | +27.9% | +26.6% |
| 3M | +18.1% | -2.7% | +20.8% | +19.1% |
| 6M | -19.7% | +3.2% | -23.0% | -21.9% |
| YTD | -27.5% | +12.6% | -40.1% | -33.3% |
| 1Y | -26.7% | +17.1% | -43.8% | -35.2% |
| All | -26.7% | +17.0% | -43.7% | -35.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 1y: compounded portfolio wealth divided by compounded VEU 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…
1y analysis · Full analysis span regression · 6 months rolling