+356.2%
ZETA vs OVV
+57.6%
+298.6%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.2% | -3.5% | -1.6% |
| 7D | +26.5% | +6.5% | +19.9% | +25.3% |
| 30D | +10.3% | -2.7% | +12.9% | +10.5% |
| 3M | +30.5% | +3.1% | +27.4% | +29.6% |
| 6M | +129.4% | +12.8% | +116.5% | +122.8% |
| YTD | +83.1% | +68.1% | +15.0% | +59.1% |
| 1Y | +82.1% | +73.6% | +8.4% | +56.3% |
| All | +356.2% | +57.6% | +298.6% | +280.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling