+103.2%
ZETA vs VG
-46.6%
+149.8%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | +5.5% | +2.1% | +7.2% |
| 7D | +18.8% | +5.5% | +13.3% | +18.4% |
| 30D | +12.6% | -3.6% | +16.2% | +12.7% |
| 3M | +29.5% | -4.0% | +33.5% | +29.5% |
| 6M | +128.6% | +9.4% | +119.2% | +123.4% |
| YTD | +85.5% | +86.6% | -1.2% | +61.7% |
| 1Y | +90.6% | +69.5% | +21.1% | +68.3% |
| All | +103.2% | -46.6% | +149.8% | +77.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling