-22.0%
VST vs ZETA
+81.4%
-103.5%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.7% | +0.5% | -1.0% |
| 7D | +6.6% | +18.1% | -11.5% | +5.0% |
| 30D | -12.4% | +13.6% | -25.9% | -13.4% |
| 3M | -9.0% | +23.7% | -32.7% | -10.5% |
| 6M | -6.4% | +128.5% | -134.9% | -14.0% |
| YTD | -17.2% | +80.1% | -97.3% | -19.4% |
| 1Y | -22.0% | +98.0% | -120.0% | -25.9% |
| All | -22.0% | +81.4% | -103.5% | -25.9% |
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 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