-50.6%
ZTS vs VTV
+24.1%
-74.8%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.6% | -0.7% |
| 7D | -3.7% | -1.1% | -2.6% | -2.4% |
| 30D | -0.8% | -1.0% | +0.3% | +0.6% |
| 3M | -9.7% | +4.6% | -14.4% | -15.2% |
| 6M | -38.4% | +13.5% | -51.9% | -48.1% |
| YTD | -41.1% | +18.5% | -59.6% | -52.8% |
| 1Y | -50.6% | +22.9% | -73.5% | -62.8% |
| All | -50.6% | +24.1% | -74.8% | -62.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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