+341.6%
ZETA vs VEEV
-14.9%
+356.5%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.4% |
| 7D | -6.5% | -8.2% | +1.7% | -1.1% |
| 30D | +4.8% | +10.3% | -5.5% | -2.5% |
| 3M | +53.3% | +59.4% | -6.0% | +11.6% |
| 6M | +66.8% | +37.6% | +29.2% | +34.1% |
| YTD | +50.2% | +16.9% | +33.3% | +34.4% |
| 1Y | +62.0% | -5.0% | +67.0% | +63.6% |
| 3Y | +276.4% | +18.5% | +257.9% | +215.4% |
| 5Y | +341.6% | -13.8% | +355.4% | +370.8% |
| All | +341.6% | -14.9% | +356.5% | +370.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VEEV.
Daily Out/Under-Performance
Portfolio return minus VEEV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEEV 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 5y: compounded portfolio wealth divided by compounded VEEV 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…
5y analysis · Full analysis span regression · 6 months rolling