-26.7%
ZTS vs VG
+47.2%
-73.9%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -7.7% | +15.2% | +7.0% |
| 7D | +15.4% | -16.4% | +31.8% | +14.3% |
| 30D | +25.8% | -10.8% | +36.5% | +25.0% |
| 3M | +18.1% | -6.3% | +24.4% | +17.6% |
| 6M | -19.7% | -12.5% | -7.2% | -20.4% |
| YTD | -27.5% | +76.9% | -104.4% | -27.8% |
| 1Y | -26.7% | +51.8% | -78.5% | -26.3% |
| All | -26.7% | +47.2% | -73.9% | -26.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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