+80.1%
ZETA vs VLTO
+32.8%
+47.3%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +0.5% | +4.8% | +5.2% |
| 7D | -0.4% | +5.4% | -5.8% | -1.1% |
| 30D | -8.0% | +22.3% | -30.3% | -12.6% |
| 3M | +21.4% | +19.6% | +1.8% | +16.5% |
| 6M | +80.1% | +35.2% | +44.9% | +65.6% |
| All | +80.1% | +32.8% | +47.3% | +65.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling