+286.6%
ZETA vs VLTO
+27.2%
+259.4%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.6% | -2.5% | -2.9% |
| 7D | +2.7% | -2.3% | +4.9% | +4.4% |
| 30D | +15.8% | -0.9% | +16.7% | +16.5% |
| 3M | +35.4% | +13.8% | +21.6% | +23.3% |
| 6M | +67.1% | +2.0% | +65.1% | +64.6% |
| YTD | +54.1% | -3.2% | +57.2% | +57.2% |
| 1Y | +67.8% | -9.2% | +77.0% | +78.6% |
| All | +286.6% | +27.2% | +259.4% | +242.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling