+341.8%
ZETA vs VSAT
+53.4%
+288.3%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +3.2% | -5.0% | -2.5% |
| 7D | -2.4% | +17.3% | -19.7% | -5.9% |
| 30D | +15.6% | -3.3% | +18.9% | +16.0% |
| 3M | +41.5% | +18.7% | +22.8% | +32.7% |
| 6M | +63.4% | +77.6% | -14.1% | +36.7% |
| YTD | +51.3% | +125.6% | -74.3% | +18.6% |
| 1Y | +65.8% | +158.3% | -92.5% | +25.0% |
| 3Y | +279.2% | +226.1% | +53.1% | +144.2% |
| 5Y | +341.8% | +54.7% | +287.1% | +193.1% |
| All | +341.8% | +53.4% | +288.3% | +193.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VSAT.
Daily Out/Under-Performance
Portfolio return minus VSAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSAT 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 VSAT 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