+89.6%
ZTS vs VTEB
+26.0%
+63.6%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | +0.2% |
| 7D | -3.8% | -0.7% | -3.1% | -3.1% |
| 30D | -2.0% | -2.1% | 0.0% | 0.0% |
| 3M | -10.2% | -2.7% | -7.5% | -7.9% |
| 6M | -39.4% | -2.1% | -37.3% | -38.1% |
| YTD | -40.8% | -1.1% | -39.7% | -40.1% |
| 1Y | -50.1% | +1.3% | -51.4% | -50.7% |
| 3Y | -58.9% | +9.0% | -67.9% | -62.0% |
| 5Y | -62.4% | +1.5% | -63.9% | -63.2% |
| 10Y | +58.8% | +18.5% | +40.3% | +57.2% |
| All | +89.6% | +26.0% | +63.6% | +109.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 all: compounded portfolio wealth divided by compounded VTEB 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…
all analysis · Full analysis span regression · 6 months rolling