+242.2%
ZETA vs VNQ
+10.5%
+231.7%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.0% | -0.2% | -0.1% |
| 7D | -0.1% | -0.9% | +0.8% | +1.0% |
| 30D | +10.5% | -2.2% | +12.7% | +13.0% |
| 3M | +44.3% | -1.9% | +46.2% | +46.9% |
| 6M | +59.4% | +3.2% | +56.2% | +52.4% |
| YTD | +49.5% | +9.4% | +40.1% | +33.5% |
| 1Y | +62.7% | +7.5% | +55.2% | +48.6% |
| 3Y | +274.6% | +31.1% | +243.6% | +179.5% |
| 5Y | +349.3% | +6.6% | +342.8% | +346.1% |
| All | +242.2% | +10.5% | +231.7% | +245.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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