+351.9%
ZETA vs VLTO
+56.4%
+295.5%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.6% | -2.3% | -2.1% |
| 7D | +18.1% | +1.0% | +17.1% | +17.4% |
| 30D | +13.6% | +17.5% | -3.9% | +1.9% |
| 3M | +23.7% | +21.4% | +2.3% | +8.2% |
| 6M | +128.5% | +38.1% | +90.4% | +81.8% |
| YTD | +80.1% | +19.0% | +61.1% | +59.3% |
| 1Y | +98.0% | +20.7% | +77.3% | +72.8% |
| 3Y | +348.6% | +64.3% | +284.3% | +251.3% |
| All | +351.9% | +56.4% | +295.5% | +247.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling