+270.8%
ZETA vs VTEB
+8.6%
+262.2%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.4% | -1.6% | -2.0% |
| 7D | -3.7% | -0.9% | -2.8% | -1.8% |
| 30D | +5.7% | -2.5% | +8.2% | +11.9% |
| 3M | +50.4% | -3.0% | +53.4% | +61.1% |
| 6M | +65.5% | -2.1% | +67.6% | +74.4% |
| YTD | +48.3% | -1.5% | +49.8% | +54.4% |
| 1Y | +45.4% | +0.2% | +45.2% | +46.7% |
| 3Y | +270.8% | +8.6% | +262.2% | +213.9% |
| All | +270.8% | +8.6% | +262.2% | +213.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 3y: compounded portfolio wealth divided by compounded VTEB 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…
3y analysis · Full analysis span regression · 6 months rolling