+17.5%
VOO vs ZETA
+61.8%
-44.2%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.1% | -0.6% |
| 7D | -2.0% | -6.5% | +4.5% | -1.4% |
| 30D | -1.7% | +4.8% | -6.5% | -2.1% |
| 3M | +4.7% | +53.3% | -48.6% | +0.5% |
| 6M | +12.6% | +66.8% | -54.3% | +6.5% |
| YTD | +11.8% | +50.2% | -38.4% | +6.2% |
| 1Y | +17.5% | +62.0% | -44.5% | +11.4% |
| All | +17.5% | +61.8% | -44.2% | +11.4% |
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