+67.8%
ZETA vs VSH
+118.1%
-50.3%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +4.4% | -8.5% | -4.4% |
| 7D | +2.7% | +4.1% | -1.4% | +2.4% |
| 30D | +15.8% | -4.2% | +20.0% | +16.0% |
| 3M | +35.4% | -50.0% | +85.4% | +47.1% |
| 6M | +67.1% | +80.2% | -13.1% | +28.4% |
| YTD | +54.1% | +121.1% | -67.0% | +7.3% |
| 1Y | +67.8% | +112.0% | -44.2% | +15.7% |
| All | +67.8% | +118.1% | -50.3% | +15.7% |
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