+242.2%
ZETA vs VO
+49.0%
+193.2%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.8% | -0.4% | +0.3% |
| 7D | -0.1% | -0.6% | +0.5% | +1.2% |
| 30D | +10.5% | -1.9% | +12.4% | +14.7% |
| 3M | +44.3% | +3.3% | +41.1% | +36.0% |
| 6M | +59.4% | +9.7% | +49.7% | +34.3% |
| YTD | +49.5% | +12.6% | +36.9% | +21.1% |
| 1Y | +62.7% | +13.6% | +49.0% | +31.6% |
| 3Y | +274.6% | +56.8% | +217.8% | +81.6% |
| 5Y | +349.3% | +42.3% | +307.1% | +175.9% |
| All | +242.2% | +49.0% | +193.2% | +106.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 10y: compounded portfolio wealth divided by compounded VO 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…
10y analysis · Full analysis span regression · 6 months rolling