-59.1%
ZTS vs VSXY
+352.7%
-411.9%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.1% | -2.9% | -0.1% |
| 7D | -3.7% | +0.1% | -3.9% | -3.8% |
| 30D | -0.8% | -18.7% | +17.9% | +0.6% |
| 3M | -9.7% | -4.0% | -5.8% | -9.8% |
| 6M | -38.4% | +67.5% | -105.9% | -41.6% |
| YTD | -41.1% | +39.7% | -80.7% | -43.5% |
| 1Y | -50.6% | +180.0% | -230.6% | -55.4% |
| 3Y | -59.1% | +337.3% | -396.4% | -64.6% |
| All | -59.1% | +352.7% | -411.9% | -64.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 3y: compounded portfolio wealth divided by compounded VSXY 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…
3y analysis · Full analysis span regression · 6 months rolling