+252.6%
ZETA vs VRSN
+36.1%
+216.5%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.4% | -3.6% | -3.8% |
| 7D | +2.7% | +0.1% | +2.6% | +2.6% |
| 30D | +15.8% | -0.2% | +16.0% | +15.6% |
| 3M | +35.4% | -0.3% | +35.7% | +34.1% |
| 6M | +67.1% | +23.0% | +44.1% | +38.4% |
| YTD | +54.1% | +21.3% | +32.7% | +28.2% |
| 1Y | +67.8% | +6.7% | +61.1% | +55.5% |
| 3Y | +311.4% | +45.0% | +266.5% | +184.5% |
| 5Y | +324.8% | +35.0% | +289.8% | +201.3% |
| All | +252.6% | +36.1% | +216.5% | +161.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling