-59.1%
ZTS vs VTR
+132.9%
-192.0%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.6% | +0.3% |
| 7D | -3.7% | -0.3% | -3.4% | -3.7% |
| 30D | -0.8% | +1.1% | -1.9% | -1.1% |
| 3M | -9.7% | +7.9% | -17.6% | -11.7% |
| 6M | -38.4% | +6.2% | -44.6% | -39.6% |
| YTD | -41.1% | +17.7% | -58.8% | -43.8% |
| 1Y | -50.6% | +32.9% | -83.5% | -54.6% |
| 3Y | -59.1% | +129.7% | -188.8% | -68.5% |
| All | -59.1% | +132.9% | -192.0% | -68.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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