+90.3%
ZETA vs VTV
+28.2%
+62.0%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.5% | +1.1% | +0.5% |
| 7D | -5.0% | +1.8% | -6.8% | -7.4% |
| 30D | -3.3% | +6.0% | -9.3% | -11.4% |
| 3M | +31.0% | +3.7% | +27.3% | +24.4% |
| 6M | +72.2% | +13.9% | +58.2% | +35.2% |
| YTD | +56.2% | +22.8% | +33.4% | -0.5% |
| 1Y | +90.3% | +27.9% | +62.4% | +2.0% |
| All | +90.3% | +28.2% | +62.0% | +2.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 1y: compounded portfolio wealth divided by compounded VTV 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…
1y analysis · Full analysis span regression · 6 months rolling