+341.8%
ZETA vs VRSN
+30.0%
+311.7%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.4% | +1.6% | +0.7% |
| 7D | -2.4% | -2.1% | -0.3% | -0.8% |
| 30D | +15.6% | -3.9% | +19.5% | +18.7% |
| 3M | +41.5% | -0.1% | +41.6% | +39.8% |
| 6M | +63.4% | +16.4% | +47.0% | +41.0% |
| YTD | +51.3% | +17.2% | +34.1% | +28.9% |
| 1Y | +65.8% | +1.0% | +64.8% | +60.2% |
| 3Y | +279.2% | +39.1% | +240.1% | +169.4% |
| 5Y | +341.8% | +29.0% | +312.7% | +247.8% |
| All | +341.8% | +30.0% | +311.7% | +247.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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