+252.6%
ZETA vs VIG
+71.8%
+180.8%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.5% | -3.6% | -3.2% |
| 7D | +2.7% | -0.4% | +3.1% | +3.6% |
| 30D | +15.8% | -1.0% | +16.8% | +18.1% |
| 3M | +35.4% | +2.8% | +32.7% | +28.9% |
| 6M | +67.1% | +8.2% | +58.9% | +44.7% |
| YTD | +54.1% | +11.0% | +43.0% | +28.0% |
| 1Y | +67.8% | +16.1% | +51.7% | +29.8% |
| 3Y | +311.4% | +56.2% | +255.3% | +99.7% |
| 5Y | +324.8% | +63.0% | +261.8% | +89.4% |
| All | +252.6% | +71.8% | +180.8% | +55.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling