+75.8%
VXUS vs ZETA
+281.1%
-205.2%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.8% | +1.4% | -0.2% |
| 7D | +1.6% | -2.4% | +4.0% | +1.7% |
| 30D | +1.0% | +15.6% | -14.6% | -0.1% |
| 3M | +5.7% | +41.5% | -35.8% | +2.7% |
| 6M | +13.6% | +63.4% | -49.9% | +8.9% |
| YTD | +17.4% | +51.3% | -33.9% | +12.7% |
| 1Y | +25.1% | +65.8% | -40.7% | +18.8% |
| 3Y | +75.8% | +279.2% | -203.4% | +42.0% |
| All | +75.8% | +281.1% | -205.2% | +42.0% |
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 2023-09-08 to 2026-09-08: 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling