+62.7%
ZETA vs VSH
+112.8%
-50.1%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.7% | -1.9% | -1.2% |
| 7D | -0.1% | +3.5% | -3.6% | -0.3% |
| 30D | +10.5% | -4.4% | +14.8% | +10.8% |
| 3M | +44.3% | -45.8% | +90.1% | +53.8% |
| 6M | +59.4% | +90.1% | -30.7% | +20.4% |
| YTD | +49.5% | +120.3% | -70.8% | +4.3% |
| 1Y | +62.7% | +112.2% | -49.6% | +13.2% |
| All | +62.7% | +112.8% | -50.1% | +13.2% |
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