+76.3%
ZETA vs OVV
+61.3%
+15.0%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +1.8% | +6.4% | +8.6% |
| 7D | +13.2% | -7.3% | +20.5% | +11.2% |
| 30D | +6.0% | -3.6% | +9.6% | +5.5% |
| 3M | +27.3% | -2.6% | +30.0% | +27.4% |
| 6M | +104.6% | +7.6% | +97.0% | +110.1% |
| YTD | +72.3% | +59.6% | +12.7% | +97.1% |
| 1Y | +76.3% | +62.2% | +14.1% | +102.6% |
| All | +76.3% | +61.3% | +15.0% | +102.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling