+347.2%
ZETA vs VT
+66.2%
+281.0%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | 0.0% | -4.1% | -4.0% |
| 7D | +2.7% | +0.4% | +2.2% | +1.8% |
| 30D | +15.8% | +1.0% | +14.8% | +13.8% |
| 3M | +35.4% | +2.4% | +33.0% | +28.7% |
| 6M | +67.1% | +12.0% | +55.1% | +32.4% |
| YTD | +54.1% | +15.3% | +38.7% | +15.8% |
| 1Y | +67.8% | +22.6% | +45.2% | +13.3% |
| 3Y | +311.4% | +74.7% | +236.7% | +49.0% |
| All | +347.2% | +66.2% | +281.0% | +109.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 5y: compounded portfolio wealth divided by compounded VT 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…
5y analysis · Full analysis span regression · 6 months rolling