+58.5%
ZETA vs VLTO
+18.3%
+40.2%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +0.5% | +4.8% | +5.1% |
| 7D | -0.4% | +5.4% | -5.8% | -2.6% |
| 30D | -8.0% | +22.3% | -30.3% | -17.0% |
| 3M | +21.4% | +19.6% | +1.8% | +10.9% |
| 6M | +80.1% | +35.2% | +44.9% | +52.7% |
| YTD | +52.5% | +17.9% | +34.6% | +39.0% |
| 1Y | +58.5% | +19.5% | +39.0% | +43.1% |
| All | +58.5% | +18.3% | +40.2% | +43.1% |
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