+174.6%
ZTS vs VEU
+173.1%
+1.6%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.2% | -1.0% |
| 7D | -2.0% | +1.1% | -3.1% | -2.8% |
| 30D | +1.9% | +2.2% | -0.3% | +0.1% |
| 3M | -4.0% | +3.0% | -7.0% | -6.9% |
| 6M | -39.1% | +10.9% | -50.0% | -44.3% |
| YTD | -38.8% | +18.2% | -57.0% | -46.9% |
| 1Y | -49.6% | +28.3% | -77.8% | -58.9% |
| 3Y | -59.0% | +74.6% | -133.6% | -74.1% |
| 5Y | -61.8% | +56.4% | -118.1% | -73.7% |
| 10Y | +61.4% | +153.0% | -91.6% | -23.6% |
| All | +174.6% | +173.1% | +1.6% | +23.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling