+62.0%
ZETA vs IVZ
+48.1%
+13.9%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +0.8% |
| 7D | -6.5% | -2.4% | -4.1% | -4.9% |
| 30D | +4.8% | +2.5% | +2.3% | +3.0% |
| 3M | +53.3% | +17.1% | +36.3% | +34.1% |
| 6M | +66.8% | +35.1% | +31.7% | +25.9% |
| YTD | +50.2% | +24.3% | +25.9% | +22.4% |
| 1Y | +62.0% | +48.7% | +13.4% | +6.7% |
| All | +62.0% | +48.1% | +13.9% | +6.7% |
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