+90.3%
ZETA vs VSH
+62.1%
+28.2%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -5.1% | +7.7% | +2.9% |
| 7D | -5.0% | -13.6% | +8.6% | -4.4% |
| 30D | -3.3% | -30.4% | +27.0% | -2.2% |
| 3M | +31.0% | -33.3% | +64.3% | +32.7% |
| 6M | +72.2% | -15.1% | +87.2% | +63.1% |
| YTD | +56.2% | +80.2% | -24.1% | +18.7% |
| 1Y | +90.3% | +63.4% | +26.9% | +50.2% |
| All | +90.3% | +62.1% | +28.2% | +50.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 1y: compounded portfolio wealth divided by compounded VSH 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…
1y analysis · Full analysis span regression · 6 months rolling