+252.6%
ZETA vs VEEV
-4.8%
+257.5%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.3% | -0.8% | -2.0% |
| 7D | +2.7% | -0.6% | +3.2% | +3.0% |
| 30D | +15.8% | +28.8% | -13.0% | -2.5% |
| 3M | +35.4% | +54.0% | -18.6% | +1.5% |
| 6M | +67.1% | +46.0% | +21.2% | +29.9% |
| YTD | +54.1% | +23.2% | +30.8% | +33.6% |
| 1Y | +67.8% | +1.9% | +66.0% | +61.9% |
| 3Y | +311.4% | +27.0% | +284.4% | +231.3% |
| 5Y | +324.8% | -13.4% | +338.2% | +278.7% |
| All | +252.6% | -4.8% | +257.5% | +232.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling