-62.8%
ZTS vs VO
+43.2%
-106.0%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.6% | -2.4% | -2.5% |
| 7D | -4.8% | +0.6% | -5.4% | -5.3% |
| 30D | +1.2% | -1.1% | +2.3% | +2.1% |
| 3M | -6.0% | +4.5% | -10.6% | -9.8% |
| 6M | -38.7% | +11.1% | -49.8% | -44.0% |
| YTD | -40.6% | +13.5% | -54.2% | -46.8% |
| 1Y | -50.6% | +14.5% | -65.1% | -56.0% |
| 3Y | -58.7% | +58.1% | -116.9% | -72.5% |
| 5Y | -62.8% | +43.3% | -106.1% | -73.6% |
| All | -62.8% | +43.2% | -106.0% | -73.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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