+83.7%
VTI vs ZETA
+235.0%
-151.2%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.2% | +2.1% | +1.0% |
| 7D | -0.9% | -3.7% | +2.8% | -0.5% |
| 30D | -1.4% | +5.7% | -7.2% | -2.1% |
| 3M | +3.6% | +50.4% | -46.9% | -1.5% |
| 6M | +13.6% | +65.5% | -51.9% | +6.3% |
| YTD | +12.9% | +48.3% | -35.4% | +6.4% |
| 1Y | +17.2% | +45.4% | -28.2% | +10.0% |
| 3Y | +75.7% | +270.8% | -195.1% | +38.2% |
| 5Y | +75.4% | +336.1% | -260.7% | +32.2% |
| All | +83.7% | +235.0% | -151.2% | +39.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling