+44.9%
VXUS vs ZETA
+306.8%
-261.8%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.7% | +1.6% | +0.1% |
| 7D | +2.1% | +18.1% | -16.0% | +0.7% |
| 30D | -1.1% | +13.6% | -14.7% | -2.2% |
| 3M | -5.6% | +23.7% | -29.4% | -7.4% |
| 6M | -2.3% | +128.5% | -130.7% | -9.2% |
| YTD | +10.4% | +80.1% | -69.7% | +3.9% |
| 1Y | +13.1% | +98.0% | -84.9% | +5.5% |
| 3Y | +68.0% | +348.6% | -280.6% | +38.4% |
| 5Y | +45.8% | +286.6% | -240.8% | +16.7% |
| All | +44.9% | +306.8% | -261.8% | +15.9% |
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 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