+611.0%
VRT vs ZETA
+280.9%
+330.1%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -4.1% | +8.4% | +5.2% |
| 7D | +9.1% | +2.7% | +6.5% | +8.5% |
| 30D | +0.9% | +15.8% | -14.9% | -2.3% |
| 3M | -13.4% | +35.4% | -48.8% | -19.2% |
| 6M | +11.7% | +67.1% | -55.4% | -2.0% |
| YTD | +73.2% | +54.1% | +19.2% | +52.9% |
| 1Y | +123.4% | +67.8% | +55.6% | +90.7% |
| All | +611.0% | +280.9% | +330.1% | +346.9% |
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