+361.9%
ZETA vs VLTO
+71.3%
+290.6%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | +0.5% | +7.1% | +7.3% |
| 7D | +18.8% | +1.5% | +17.3% | +17.7% |
| 30D | +12.6% | +20.9% | -8.3% | -1.9% |
| 3M | +29.5% | +21.4% | +8.1% | +12.2% |
| 6M | +128.6% | +37.6% | +91.0% | +79.3% |
| YTD | +85.5% | +19.5% | +65.9% | +62.3% |
| 1Y | +90.6% | +22.0% | +68.6% | +63.3% |
| All | +361.9% | +71.3% | +290.6% | +254.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling