+90.3%
ZETA vs VIG
+19.5%
+70.8%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.1% | +0.5% | -2.2% |
| 7D | -5.0% | +2.7% | -7.7% | -10.8% |
| 30D | -3.3% | +7.0% | -10.4% | -18.0% |
| 3M | +31.0% | +4.0% | +27.0% | +19.8% |
| 6M | +72.2% | +12.3% | +59.9% | +27.4% |
| YTD | +56.2% | +16.4% | +39.8% | +3.8% |
| 1Y | +90.3% | +19.2% | +71.1% | +14.5% |
| All | +90.3% | +19.5% | +70.8% | +14.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 1y: compounded portfolio wealth divided by compounded VIG 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…
1y analysis · Full analysis span regression · 6 months rolling