+67.8%
ZETA vs ITOT
+20.8%
+47.0%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.3% | -3.8% | -3.3% |
| 7D | +2.7% | +0.1% | +2.6% | +2.4% |
| 30D | +15.8% | 0.0% | +15.8% | +16.1% |
| 3M | +35.4% | +2.0% | +33.5% | +29.9% |
| 6M | +67.1% | +13.0% | +54.1% | +21.5% |
| YTD | +54.1% | +14.0% | +40.1% | +10.8% |
| 1Y | +67.8% | +19.9% | +47.9% | +0.2% |
| All | +67.8% | +20.8% | +47.0% | +0.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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