+63.9%
VXUS vs ZETA
+273.0%
-209.1%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +5.3% | -5.1% | -0.2% |
| 7D | -1.8% | -0.4% | -1.3% | -1.7% |
| 30D | -4.6% | -8.0% | +3.5% | -4.1% |
| 3M | -6.1% | +21.4% | -27.5% | -7.5% |
| 6M | -4.9% | +80.1% | -85.0% | -9.3% |
| YTD | +8.1% | +52.5% | -44.4% | +3.7% |
| 1Y | +12.1% | +58.5% | -46.4% | +7.2% |
| 3Y | +63.9% | +281.7% | -217.8% | +35.3% |
| All | +63.9% | +273.0% | -209.1% | +35.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling