+231.5%
ZETA vs VT
+62.3%
+169.2%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -4.1% | -3.2% | +0.6% |
| 7D | -10.0% | -4.2% | -5.8% | -2.1% |
| 30D | -10.6% | -5.8% | -4.8% | +0.7% |
| 3M | +8.9% | -5.2% | +14.1% | +21.1% |
| 6M | +65.1% | +0.1% | +65.0% | +63.3% |
| YTD | +44.8% | +8.2% | +36.6% | +23.7% |
| 1Y | +47.8% | +10.1% | +37.7% | +22.7% |
| 3Y | +248.8% | +69.7% | +179.1% | +36.2% |
| 5Y | +220.3% | +53.4% | +167.0% | +63.5% |
| All | +231.5% | +62.3% | +169.2% | +56.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling