+319.2%
ZETA vs VRSN
+45.6%
+273.6%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -0.9% |
| 7D | +26.5% | +0.1% | +26.3% | +26.4% |
| 30D | +10.3% | +3.6% | +6.7% | +7.6% |
| 3M | +30.5% | +10.8% | +19.8% | +20.8% |
| 6M | +129.4% | +9.9% | +119.4% | +110.5% |
| YTD | +83.1% | +29.8% | +53.3% | +45.1% |
| 1Y | +82.1% | +26.3% | +55.8% | +47.4% |
| 3Y | +352.3% | +53.5% | +298.8% | +201.4% |
| 5Y | +293.1% | +34.8% | +258.4% | +179.8% |
| All | +319.2% | +45.6% | +273.6% | +195.2% |
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