+13.8%
VZ vs ZETA
+289.2%
-275.5%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +8.2% | -7.6% | +0.5% |
| 7D | +2.4% | +13.2% | -10.9% | +2.4% |
| 30D | +11.2% | +6.0% | +5.2% | +11.2% |
| 3M | 0.0% | +27.3% | -27.3% | 0.0% |
| 6M | +1.3% | +104.6% | -103.3% | +1.3% |
| YTD | +21.3% | +72.3% | -51.1% | +21.3% |
| 1Y | +23.9% | +76.3% | -52.4% | +24.0% |
| 3Y | +57.7% | +325.6% | -267.9% | +53.5% |
| 5Y | +21.2% | +254.2% | -233.0% | +18.2% |
| All | +13.8% | +289.2% | -275.5% | +11.8% |
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