+344.5%
ZETA vs VTRS
+47.1%
+297.4%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.0% | -1.6% |
| 7D | -3.7% | -2.2% | -1.5% | -2.9% |
| 30D | +5.7% | +3.3% | +2.4% | +4.2% |
| 3M | +50.4% | +2.0% | +48.5% | +49.0% |
| 6M | +65.5% | +19.9% | +45.5% | +52.6% |
| YTD | +48.3% | +35.7% | +12.6% | +29.3% |
| 1Y | +45.4% | +68.1% | -22.7% | +15.9% |
| 3Y | +270.8% | +87.1% | +183.7% | +174.2% |
| All | +344.5% | +47.1% | +297.4% | +235.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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