+22.1%
VZ vs ZETA
+91.3%
-69.2%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +7.6% | -7.0% | +0.9% |
| 7D | +0.9% | +18.8% | -17.8% | +1.6% |
| 30D | +8.9% | +12.6% | -3.7% | +9.4% |
| 3M | +0.1% | +29.5% | -29.4% | +1.1% |
| 6M | +1.9% | +128.6% | -126.7% | +6.1% |
| YTD | +22.0% | +85.5% | -63.4% | +26.6% |
| 1Y | +22.1% | +90.6% | -68.5% | +26.7% |
| All | +22.1% | +91.3% | -69.2% | +26.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling