+19.9%
VGT vs ZETA
+84.8%
-64.9%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.6% | -2.4% | -0.2% |
| 7D | -6.5% | -5.0% | -1.5% | -5.8% |
| 30D | -10.6% | -3.3% | -7.2% | -10.1% |
| 3M | -3.7% | +31.0% | -34.7% | -7.6% |
| 6M | +10.4% | +72.2% | -61.8% | +1.4% |
| YTD | +23.1% | +56.2% | -33.1% | +12.6% |
| 1Y | +19.9% | +90.3% | -70.4% | +6.6% |
| All | +19.9% | +84.8% | -64.9% | +6.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling