+239.5%
ZETA vs VOO
+94.6%
+144.9%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.1% | -2.8% |
| 7D | -3.7% | -0.8% | -3.0% | -2.4% |
| 30D | +5.7% | -1.1% | +6.8% | +8.1% |
| 3M | +50.4% | +3.9% | +46.6% | +39.9% |
| 6M | +65.5% | +13.6% | +51.8% | +30.6% |
| YTD | +48.3% | +12.7% | +35.6% | +20.2% |
| 1Y | +45.4% | +17.6% | +27.8% | +10.3% |
| 3Y | +270.8% | +77.3% | +193.4% | +44.2% |
| 5Y | +336.1% | +84.1% | +252.0% | +69.5% |
| All | +239.5% | +94.6% | +144.9% | +26.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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