+264.7%
ZETA vs OVV
+117.8%
+146.9%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | 0.0% | +4.5% | +4.5% |
| 7D | +6.2% | -10.7% | +17.0% | +9.2% |
| 30D | -2.0% | -5.3% | +3.3% | -1.0% |
| 3M | +21.7% | +2.4% | +19.3% | +20.3% |
| 6M | +89.1% | +5.7% | +83.5% | +83.8% |
| YTD | +59.3% | +56.8% | +2.6% | +36.1% |
| 1Y | +66.2% | +59.3% | +6.9% | +40.8% |
| 3Y | +297.3% | +49.0% | +248.3% | +231.3% |
| 5Y | +227.5% | +88.1% | +139.3% | +139.1% |
| All | +264.7% | +117.8% | +146.9% | +145.9% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 10y: compounded portfolio wealth divided by compounded OVV 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…
10y analysis · Full analysis span regression · 6 months rolling