+62.7%
ZETA vs VO
+13.6%
+49.1%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.8% | -0.4% | +0.8% |
| 7D | -0.1% | -0.6% | +0.5% | +1.6% |
| 30D | +10.5% | -1.9% | +12.4% | +16.0% |
| 3M | +44.3% | +3.3% | +41.1% | +33.0% |
| 6M | +59.4% | +9.7% | +49.7% | +24.9% |
| YTD | +49.5% | +12.6% | +36.9% | +8.3% |
| 1Y | +62.7% | +13.6% | +49.0% | +16.2% |
| All | +62.7% | +13.6% | +49.1% | +16.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling