+347.2%
ZETA vs VO
+42.6%
+304.6%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.2% | -3.9% | -3.7% |
| 7D | +2.7% | -0.3% | +2.9% | +3.2% |
| 30D | +15.8% | -0.3% | +16.2% | +16.8% |
| 3M | +35.4% | +2.9% | +32.5% | +28.3% |
| 6M | +67.1% | +9.3% | +57.8% | +41.3% |
| YTD | +54.1% | +14.2% | +39.9% | +21.2% |
| 1Y | +67.8% | +15.3% | +52.6% | +31.8% |
| 3Y | +311.4% | +56.2% | +255.2% | +97.8% |
| All | +347.2% | +42.6% | +304.6% | +179.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling