+74.6%
ZETA vs VG
-50.2%
+124.8%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +2.3% | +2.1% | +4.3% |
| 7D | +6.2% | -8.3% | +14.5% | +6.8% |
| 30D | -2.0% | -10.3% | +8.3% | -1.5% |
| 3M | +21.7% | -10.8% | +32.5% | +22.2% |
| 6M | +89.1% | +3.5% | +85.7% | +85.3% |
| YTD | +59.3% | +74.0% | -14.6% | +39.5% |
| 1Y | +66.2% | +48.9% | +17.3% | +48.6% |
| All | +74.6% | -50.2% | +124.8% | +53.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 3y: compounded portfolio wealth divided by compounded VG 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…
3y analysis · Full analysis span regression · 6 months rolling