+205.7%
ZTS vs VTR
+110.9%
+94.8%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.8% | +1.9% | +1.2% |
| 7D | +5.6% | +0.2% | +5.4% | +5.5% |
| 30D | +12.1% | +5.5% | +6.6% | +10.9% |
| 3M | +11.3% | -0.9% | +12.2% | +11.5% |
| 6M | +14.3% | -0.4% | +14.7% | +14.1% |
| YTD | -31.9% | +17.0% | -48.9% | -34.3% |
| 1Y | -29.3% | +18.0% | -47.2% | -31.9% |
| 3Y | -48.0% | +127.4% | -175.4% | -56.7% |
| 5Y | -58.9% | +92.3% | -151.1% | -64.9% |
| 10Y | +81.7% | +129.6% | -47.9% | +39.8% |
| All | +205.7% | +110.9% | +94.8% | +101.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling