+54.2%
VXUS vs ZETA
+241.7%
-187.5%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| 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% | -0.3% |
| 3M | +5.7% | +41.5% | -35.8% | +2.4% |
| 6M | +13.6% | +63.4% | -49.9% | +8.3% |
| YTD | +17.4% | +51.3% | -33.9% | +12.2% |
| 1Y | +25.1% | +65.8% | -40.7% | +18.1% |
| 3Y | +75.8% | +279.2% | -203.4% | +46.8% |
| 5Y | +55.4% | +341.8% | -286.4% | +24.8% |
| All | +54.2% | +241.7% | -187.5% | +25.2% |
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