+227.5%
ZETA vs VO
+36.2%
+191.2%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +2.7% | +1.7% | -0.7% |
| 7D | +6.2% | -0.1% | +6.4% | +6.7% |
| 30D | -2.0% | +0.5% | -2.5% | -2.6% |
| 3M | +21.7% | -1.0% | +22.7% | +24.2% |
| 6M | +89.1% | +6.4% | +82.7% | +68.4% |
| YTD | +59.3% | +13.6% | +45.7% | +26.6% |
| 1Y | +66.2% | +14.5% | +51.7% | +31.0% |
| 3Y | +297.3% | +67.2% | +230.1% | +69.8% |
| 5Y | +227.5% | +36.1% | +191.4% | +120.6% |
| All | +227.5% | +36.2% | +191.2% | +120.6% |
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 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