+242.2%
ZETA vs VIAV
+124.9%
+117.3%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.1% | -2.3% | -1.5% |
| 7D | -0.1% | +13.6% | -13.6% | -3.9% |
| 30D | +10.5% | +5.3% | +5.1% | +7.5% |
| 3M | +44.3% | -15.6% | +59.9% | +46.1% |
| 6M | +59.4% | +34.0% | +25.4% | +27.5% |
| YTD | +49.5% | +119.9% | -70.4% | -9.0% |
| 1Y | +62.7% | +235.2% | -172.5% | -21.7% |
| 3Y | +274.6% | +299.8% | -25.2% | +58.7% |
| 5Y | +349.3% | +140.1% | +209.3% | +165.8% |
| All | +242.2% | +124.9% | +117.3% | +96.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling