+312.3%
ZETA vs VALE
-13.5%
+325.7%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.1% | -1.5% |
| 7D | +18.1% | -3.2% | +21.3% | +19.1% |
| 30D | +13.6% | -15.1% | +28.6% | +18.6% |
| 3M | +23.7% | -18.7% | +42.4% | +30.2% |
| 6M | +128.5% | -31.5% | +160.0% | +152.2% |
| YTD | +80.1% | -11.4% | +91.5% | +82.3% |
| 1Y | +98.0% | -1.9% | +99.9% | +94.0% |
| 3Y | +348.6% | +1.7% | +346.9% | +327.4% |
| 5Y | +286.6% | +35.4% | +251.2% | +237.2% |
| All | +312.3% | -13.5% | +325.7% | +269.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VALE.
Daily Out/Under-Performance
Portfolio return minus VALE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VALE 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 VALE 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