+85.9%
ZTS price history and return analytics
+222.7%
-136.8%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +1.0% |
| 7D | +1.0% | +2.9% | -1.9% | -1.5% |
| 30D | +12.4% | -2.5% | +14.9% | +15.1% |
| 3M | +13.6% | -3.3% | +16.9% | +17.1% |
| 6M | +9.3% | +1.5% | +7.8% | +7.0% |
| YTD | -32.6% | +11.4% | -43.9% | -39.4% |
| 1Y | -30.0% | +11.9% | -41.9% | -37.4% |
| 3Y | -48.7% | +73.9% | -122.6% | -70.2% |
| 5Y | -59.3% | +57.9% | -117.2% | -74.1% |
| All | +85.9% | +222.7% | -136.8% | -40.5% |
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