-48.6%
ZTS vs VG
-44.6%
-4.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.9% | +1.0% |
| 7D | +5.6% | +14.0% | -8.4% | +5.7% |
| 30D | +12.1% | -1.0% | +13.1% | +12.0% |
| 3M | +11.3% | -2.7% | +14.0% | +11.2% |
| 6M | +14.3% | +1.5% | +12.8% | +14.2% |
| YTD | -31.9% | +93.7% | -125.6% | -33.4% |
| 1Y | -29.3% | +68.5% | -97.8% | -30.5% |
| All | -48.6% | -44.6% | -4.1% | -54.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling