+273.7%
ZETA vs VTR
+131.3%
+142.4%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -1.1% |
| 7D | -0.1% | -2.9% | +2.8% | +0.4% |
| 30D | +10.5% | -2.8% | +13.3% | +10.8% |
| 3M | +44.3% | +9.0% | +35.3% | +41.6% |
| 6M | +59.4% | +5.0% | +54.5% | +57.2% |
| YTD | +49.5% | +16.9% | +32.6% | +42.4% |
| 1Y | +62.7% | +34.3% | +28.4% | +45.8% |
| All | +273.7% | +131.3% | +142.4% | +153.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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