+90.3%
ZETA vs VLTO
+18.3%
+72.0%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.6% | +2.0% | +2.4% |
| 7D | -5.0% | +13.8% | -18.8% | -10.7% |
| 30D | -3.3% | +21.2% | -24.5% | -12.6% |
| 3M | +31.0% | +21.5% | +9.5% | +18.1% |
| 6M | +72.2% | +33.0% | +39.2% | +47.0% |
| YTD | +56.2% | +17.8% | +38.4% | +42.9% |
| 1Y | +90.3% | +18.1% | +72.2% | +73.3% |
| All | +90.3% | +18.3% | +72.0% | +73.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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