+273.7%
ZETA vs VIG
+55.4%
+218.3%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | 0.0% |
| 7D | -0.1% | -1.2% | +1.1% | +2.7% |
| 30D | +10.5% | -2.8% | +13.3% | +17.9% |
| 3M | +44.3% | +2.5% | +41.8% | +36.9% |
| 6M | +59.4% | +8.1% | +51.3% | +34.8% |
| YTD | +49.5% | +9.6% | +39.9% | +23.6% |
| 1Y | +62.7% | +14.2% | +48.5% | +24.8% |
| All | +273.7% | +55.4% | +218.3% | +59.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling