+243.8%
ZETA vs VEU
+52.8%
+190.9%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.3% | +1.7% | +2.4% |
| 7D | -6.5% | -1.9% | -4.6% | -3.7% |
| 30D | +4.8% | -0.7% | +5.6% | +5.9% |
| 3M | +53.3% | +4.9% | +48.5% | +40.3% |
| 6M | +66.8% | +9.8% | +57.0% | +40.4% |
| YTD | +50.2% | +15.3% | +34.9% | +15.8% |
| 1Y | +62.0% | +23.0% | +39.0% | +13.0% |
| 3Y | +276.4% | +73.5% | +202.9% | +53.2% |
| 5Y | +341.6% | +54.5% | +287.1% | +125.3% |
| All | +243.8% | +52.8% | +190.9% | +74.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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