-62.8%
ZTS vs VXUS
+54.5%
-117.3%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.4% | -2.6% | -2.7% |
| 7D | -4.8% | +1.6% | -6.4% | -5.9% |
| 30D | +1.2% | +1.0% | +0.2% | +0.4% |
| 3M | -6.0% | +5.7% | -11.7% | -10.5% |
| 6M | -38.7% | +13.6% | -52.3% | -45.0% |
| YTD | -40.6% | +17.4% | -58.0% | -48.2% |
| 1Y | -50.6% | +25.1% | -75.7% | -59.1% |
| 3Y | -58.7% | +75.8% | -134.6% | -74.8% |
| 5Y | -62.8% | +55.4% | -118.2% | -75.8% |
| All | -62.8% | +54.5% | -117.3% | -75.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS 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 VXUS 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