-49.6%
ZTS vs VICR
+272.1%
-321.7%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +5.5% | -6.1% | -0.5% |
| 7D | -2.0% | +0.4% | -2.4% | -2.0% |
| 30D | +1.9% | -13.9% | +15.8% | +1.6% |
| 3M | -4.0% | -38.4% | +34.4% | -4.7% |
| 6M | -39.1% | -7.2% | -31.9% | -41.5% |
| YTD | -38.8% | +72.0% | -110.8% | -43.9% |
| 1Y | -49.6% | +263.3% | -312.9% | -56.1% |
| All | -49.6% | +272.1% | -321.7% | -56.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 VICR 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