-62.8%
ZTS vs VTR
+90.0%
-152.8%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.2% | -1.8% | -0.9% |
| 7D | -4.5% | -1.8% | -2.7% | -4.0% |
| 30D | -3.3% | +4.0% | -7.3% | -4.4% |
| 3M | -9.7% | +7.8% | -17.6% | -12.0% |
| 6M | -38.8% | +6.4% | -45.2% | -40.2% |
| YTD | -41.2% | +18.3% | -59.5% | -44.4% |
| 1Y | -50.3% | +33.9% | -84.2% | -54.9% |
| 3Y | -59.1% | +134.3% | -193.5% | -69.4% |
| 5Y | -62.8% | +90.3% | -153.0% | -72.0% |
| All | -62.8% | +90.0% | -152.8% | -72.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling