-29.7%
ZTS vs VT
+13.3%
-43.0%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.0% | -0.6% |
| 7D | -7.4% | -0.7% | -6.7% | -7.0% |
| 30D | +9.9% | -1.7% | +11.6% | +10.8% |
| 3M | +10.3% | -2.3% | +12.6% | +11.5% |
| 6M | +9.2% | +1.5% | +7.7% | +7.4% |
| YTD | -32.9% | +12.0% | -44.9% | -38.7% |
| 1Y | -29.7% | +12.9% | -42.6% | -36.3% |
| All | -29.7% | +13.3% | -43.0% | -36.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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