-62.8%
ZTS vs VIAV
+128.3%
-191.1%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.5% | +3.9% | -0.2% |
| 7D | -4.5% | +11.2% | -15.7% | -5.4% |
| 30D | -3.3% | -2.6% | -0.7% | -3.5% |
| 3M | -9.7% | -20.1% | +10.4% | -8.7% |
| 6M | -38.8% | +25.8% | -64.7% | -43.0% |
| YTD | -41.2% | +109.9% | -151.1% | -50.5% |
| 1Y | -50.3% | +214.3% | -264.6% | -61.7% |
| 3Y | -59.1% | +281.6% | -340.8% | -70.7% |
| 5Y | -62.8% | +132.6% | -195.4% | -69.5% |
| All | -62.8% | +128.3% | -191.1% | -69.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV 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 VIAV 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