+361.8%
VRT vs ZETA
+273.0%
+88.9%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +5.3% | -1.8% | +2.4% |
| 7D | -21.4% | -0.4% | -20.9% | -21.2% |
| 30D | -25.8% | -8.0% | -17.8% | -24.5% |
| 3M | -33.5% | +21.4% | -54.9% | -36.2% |
| 6M | -49.0% | +80.1% | -129.1% | -55.6% |
| YTD | +12.9% | +52.5% | -39.5% | +0.1% |
| 1Y | 0.0% | +58.5% | -58.5% | -12.4% |
| 3Y | +361.8% | +281.7% | +80.1% | +206.2% |
| All | +361.8% | +273.0% | +88.9% | +206.2% |
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