+246.3%
ZETA vs OVV
+129.7%
+116.7%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.0% | -0.8% | -1.5% |
| 7D | -2.4% | -3.7% | +1.3% | -1.5% |
| 30D | +15.6% | +8.0% | +7.6% | +13.3% |
| 3M | +41.5% | +11.3% | +30.2% | +36.4% |
| 6M | +63.4% | +24.0% | +39.4% | +51.6% |
| YTD | +51.3% | +65.3% | -14.0% | +28.1% |
| 1Y | +65.8% | +60.2% | +5.6% | +40.8% |
| 3Y | +279.2% | +46.9% | +232.2% | +218.9% |
| 5Y | +341.8% | +158.7% | +183.0% | +197.0% |
| All | +246.3% | +129.7% | +116.7% | +131.5% |
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