+90.6%
ZETA vs VSH
+103.4%
-12.8%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | +8.8% | -1.2% | +6.7% |
| 7D | +18.8% | +12.8% | +6.0% | +17.1% |
| 30D | +12.6% | -9.0% | +21.6% | +12.4% |
| 3M | +29.5% | -12.2% | +41.7% | +29.3% |
| 6M | +128.6% | -15.9% | +144.5% | +115.4% |
| YTD | +85.5% | +103.2% | -17.8% | +15.9% |
| 1Y | +90.6% | +108.4% | -17.8% | +16.6% |
| All | +90.6% | +103.4% | -12.8% | +16.6% |
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