+61.1%
VEA vs ZETA
+235.0%
-173.8%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.2% | +2.3% | +1.2% |
| 7D | -1.5% | -3.7% | +2.3% | -1.2% |
| 30D | -0.8% | +5.7% | -6.5% | -1.4% |
| 3M | +2.5% | +50.4% | -48.0% | -1.3% |
| 6M | +11.1% | +65.5% | -54.3% | +5.8% |
| YTD | +17.2% | +48.3% | -31.1% | +12.1% |
| 1Y | +24.5% | +45.4% | -20.9% | +18.7% |
| 3Y | +75.4% | +270.8% | -195.3% | +46.2% |
| 5Y | +61.1% | +336.1% | -275.0% | +29.4% |
| All | +61.1% | +235.0% | -173.8% | +30.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ZETA.
Daily Out/Under-Performance
Portfolio return minus ZETA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZETA 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 ZETA 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