+87.8%
ZTS vs VEU
+149.9%
-62.1%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.1% | +1.1% | +1.1% |
| 7D | +5.6% | +2.1% | +3.5% | +3.8% |
| 30D | +12.1% | -0.9% | +13.0% | +13.1% |
| 3M | +11.3% | -5.4% | +16.7% | +16.4% |
| 6M | +14.3% | -1.8% | +16.1% | +14.9% |
| YTD | -31.9% | +10.9% | -42.8% | -38.4% |
| 1Y | -29.3% | +13.6% | -42.8% | -37.3% |
| 3Y | -48.0% | +69.3% | -117.3% | -67.8% |
| 5Y | -58.9% | +48.1% | -107.0% | -71.4% |
| All | +87.8% | +149.9% | -62.1% | -15.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling