+87.8%
ZTS price history and return analytics
+221.8%
-134.0%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.3% | +1.3% |
| 7D | +5.6% | +2.4% | +3.2% | +3.4% |
| 30D | +12.1% | -1.5% | +13.6% | +13.7% |
| 3M | +11.3% | -4.1% | +15.4% | +15.6% |
| 6M | +14.3% | +0.6% | +13.8% | +12.9% |
| YTD | -31.9% | +11.0% | -42.9% | -38.6% |
| 1Y | -29.3% | +13.3% | -42.6% | -37.5% |
| 3Y | -48.0% | +73.4% | -121.4% | -69.7% |
| 5Y | -58.9% | +57.4% | -116.3% | -73.7% |
| All | +87.8% | +221.8% | -134.0% | -39.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling