+55.5%
ZTS vs VEU
+152.3%
-96.8%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.3% | +0.7% | +0.4% |
| 7D | -4.5% | -1.9% | -2.6% | -3.0% |
| 30D | -3.3% | -0.7% | -2.6% | -2.8% |
| 3M | -9.7% | +4.9% | -14.6% | -13.9% |
| 6M | -38.8% | +9.8% | -48.7% | -44.0% |
| YTD | -41.2% | +15.3% | -56.5% | -48.5% |
| 1Y | -50.3% | +23.0% | -73.3% | -58.8% |
| 3Y | -59.1% | +73.5% | -132.6% | -75.1% |
| 5Y | -62.8% | +54.5% | -117.3% | -75.0% |
| All | +55.5% | +152.3% | -96.8% | -30.2% |
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 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