+341.6%
ZETA vs VIAV
+128.3%
+213.3%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.5% | +5.0% | +1.7% |
| 7D | -6.5% | +11.2% | -17.7% | -9.6% |
| 30D | +4.8% | -2.6% | +7.4% | +4.3% |
| 3M | +53.3% | -20.1% | +73.5% | +57.7% |
| 6M | +66.8% | +25.8% | +41.0% | +35.6% |
| YTD | +50.2% | +109.9% | -59.7% | -8.3% |
| 1Y | +62.0% | +214.3% | -152.2% | -21.3% |
| 3Y | +276.4% | +281.6% | -5.3% | +58.5% |
| 5Y | +341.6% | +132.6% | +209.0% | +185.0% |
| All | +341.6% | +128.3% | +213.3% | +185.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV 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 VIAV 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