+82.3%
VOO vs ZETA
+341.5%
-259.2%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.7% | -0.3% |
| 7D | -0.4% | -0.1% | -0.3% | -0.4% |
| 30D | -1.4% | +10.5% | -11.8% | -2.5% |
| 3M | +3.7% | +44.3% | -40.6% | -0.7% |
| 6M | +13.0% | +59.4% | -46.4% | +6.4% |
| YTD | +12.4% | +49.5% | -37.0% | +6.0% |
| 1Y | +18.6% | +62.7% | -44.1% | +10.1% |
| 3Y | +78.1% | +274.6% | -196.6% | +40.3% |
| 5Y | +82.3% | +349.3% | -267.1% | +36.4% |
| All | +82.3% | +341.5% | -259.2% | +36.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling