+45.0%
VXUS vs ZETA
+289.2%
-244.3%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +8.2% | -8.8% | -1.3% |
| 7D | +0.5% | +13.2% | -12.7% | -0.5% |
| 30D | -2.5% | +6.0% | -8.5% | -3.1% |
| 3M | -4.6% | +27.3% | -32.0% | -6.7% |
| 6M | -2.6% | +104.6% | -107.2% | -8.7% |
| YTD | +10.4% | +72.3% | -62.0% | +4.3% |
| 1Y | +12.9% | +76.3% | -63.5% | +6.3% |
| 3Y | +68.4% | +325.6% | -257.2% | +39.3% |
| 5Y | +47.7% | +254.2% | -206.6% | +18.8% |
| All | +45.0% | +289.2% | -244.3% | +16.3% |
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