+122.1%
VGT vs ZETA
+274.1%
-152.0%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.5% | -1.5% | -1.1% |
| 7D | -1.0% | -6.5% | +5.5% | -0.1% |
| 30D | -0.4% | +4.8% | -5.3% | -1.2% |
| 3M | +6.6% | +53.3% | -46.7% | -0.4% |
| 6M | +31.0% | +66.8% | -35.8% | +20.1% |
| YTD | +27.2% | +50.2% | -22.9% | +17.7% |
| 1Y | +34.5% | +62.0% | -27.6% | +22.1% |
| All | +122.1% | +274.1% | -152.0% | +58.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling