+312.3%
ZETA vs VSAT
+33.7%
+278.6%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.9% | +3.3% | -0.6% |
| 7D | +18.1% | +5.9% | +12.2% | +16.5% |
| 30D | +13.6% | +9.7% | +3.9% | +10.6% |
| 3M | +23.7% | -18.3% | +42.0% | +27.4% |
| 6M | +128.5% | -4.1% | +132.5% | +120.2% |
| YTD | +80.1% | +96.5% | -16.4% | +44.4% |
| 1Y | +98.0% | +89.3% | +8.7% | +59.4% |
| 3Y | +348.6% | +270.1% | +78.5% | +181.7% |
| 5Y | +286.6% | +26.4% | +260.2% | +156.9% |
| All | +312.3% | +33.7% | +278.6% | +160.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling