-29.7%
ZTS vs VG
+51.8%
-81.5%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +5.5% | -5.4% | +0.5% |
| 7D | -7.4% | +5.5% | -12.9% | -7.1% |
| 30D | +9.9% | -3.6% | +13.5% | +9.7% |
| 3M | +10.3% | -4.0% | +14.3% | +10.1% |
| 6M | +9.2% | +9.4% | -0.2% | +9.9% |
| YTD | -32.9% | +86.6% | -119.5% | -32.6% |
| 1Y | -29.7% | +69.5% | -99.2% | -29.3% |
| All | -29.7% | +51.8% | -81.5% | -29.3% |
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