+297.3%
ZETA vs VO
+65.0%
+232.3%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +2.7% | +1.7% | -1.2% |
| 7D | +6.2% | -0.1% | +6.4% | +6.7% |
| 30D | -2.0% | +0.5% | -2.5% | -2.7% |
| 3M | +21.7% | -1.0% | +22.7% | +24.5% |
| 6M | +89.1% | +6.4% | +82.7% | +66.1% |
| YTD | +59.3% | +13.6% | +45.7% | +23.1% |
| 1Y | +66.2% | +14.5% | +51.7% | +27.2% |
| 3Y | +297.3% | +67.2% | +230.1% | +68.6% |
| All | +297.3% | +65.0% | +232.3% | +68.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling