+58.2%
VZ vs ZETA
+361.9%
-303.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +7.6% | -7.0% | +0.8% |
| 7D | +0.9% | +18.8% | -17.8% | +1.3% |
| 30D | +8.9% | +12.6% | -3.7% | +9.3% |
| 3M | +0.1% | +29.5% | -29.4% | +0.7% |
| 6M | +1.9% | +128.6% | -126.7% | +4.1% |
| YTD | +22.0% | +85.5% | -63.4% | +24.4% |
| 1Y | +22.1% | +90.6% | -68.5% | +24.5% |
| All | +58.2% | +361.9% | -303.7% | +69.4% |
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