+16.5%
VXUS vs ZETA
+84.8%
-68.2%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.6% | -0.6% | +1.8% |
| 7D | +0.2% | -5.0% | +5.1% | +0.5% |
| 30D | -2.3% | -3.3% | +1.1% | -2.1% |
| 3M | -2.8% | +31.0% | -33.8% | -4.7% |
| 6M | +2.6% | +72.2% | -69.5% | -1.5% |
| YTD | +12.0% | +56.2% | -44.2% | +7.2% |
| 1Y | +16.5% | +90.3% | -73.8% | +9.4% |
| All | +16.5% | +84.8% | -68.2% | +9.4% |
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