-32.1%
ZTS vs VG
+48.6%
-80.7%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.1% | -3.4% | -3.3% |
| 7D | -0.4% | -22.0% | +21.6% | -1.8% |
| 30D | +11.7% | -11.6% | +23.4% | +10.9% |
| 3M | +3.5% | -14.9% | +18.3% | +2.6% |
| 6M | -27.6% | -3.5% | -24.1% | -27.7% |
| YTD | -35.5% | +70.0% | -105.4% | -35.5% |
| 1Y | -32.1% | +50.0% | -82.1% | -31.7% |
| All | -32.1% | +48.6% | -80.7% | -31.7% |
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