-29.9%
VST vs ZETA
+74.8%
-104.7%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +8.2% | -10.2% | -2.8% |
| 7D | -6.0% | +13.2% | -19.3% | -7.2% |
| 30D | -18.8% | +6.0% | -24.7% | -19.3% |
| 3M | -8.0% | +27.3% | -35.4% | -9.8% |
| 6M | -10.9% | +104.6% | -115.5% | -17.6% |
| YTD | -18.3% | +72.3% | -90.7% | -21.1% |
| 1Y | -29.9% | +76.3% | -106.2% | -33.8% |
| All | -29.9% | +74.8% | -104.7% | -33.8% |
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