+293.1%
ZETA vs VEU
+48.7%
+244.5%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.4% | +0.1% |
| 7D | +26.5% | +2.4% | +24.1% | +22.1% |
| 30D | +10.3% | -2.0% | +12.3% | +14.2% |
| 3M | +30.5% | -5.1% | +35.7% | +41.4% |
| 6M | +129.4% | -0.7% | +130.1% | +128.2% |
| YTD | +83.1% | +11.0% | +72.1% | +48.9% |
| 1Y | +82.1% | +12.4% | +69.7% | +45.6% |
| 3Y | +352.3% | +69.8% | +282.5% | +86.0% |
| 5Y | +293.1% | +48.2% | +244.9% | +136.9% |
| All | +293.1% | +48.7% | +244.5% | +136.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling