+67.8%
ZETA vs IVZ
+56.4%
+11.4%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.1% | -5.2% | -4.8% |
| 7D | +2.7% | +0.6% | +2.0% | +2.1% |
| 30D | +15.8% | +4.0% | +11.8% | +12.6% |
| 3M | +35.4% | +18.2% | +17.2% | +18.3% |
| 6M | +67.1% | +32.8% | +34.3% | +29.8% |
| YTD | +54.1% | +28.7% | +25.3% | +22.5% |
| 1Y | +67.8% | +55.4% | +12.4% | +6.4% |
| All | +67.8% | +56.4% | +11.4% | +6.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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