+239.5%
ZETA vs VTV
+79.9%
+159.5%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.7% | -2.0% | -2.5% |
| 7D | -3.7% | -1.1% | -2.6% | -1.9% |
| 30D | +5.7% | -1.0% | +6.7% | +7.6% |
| 3M | +50.4% | +4.6% | +45.8% | +38.6% |
| 6M | +65.5% | +13.5% | +52.0% | +32.1% |
| YTD | +48.3% | +18.5% | +29.8% | +10.1% |
| 1Y | +45.4% | +22.9% | +22.5% | +2.2% |
| 3Y | +270.8% | +67.8% | +202.9% | +63.1% |
| 5Y | +336.1% | +81.8% | +254.3% | +81.3% |
| All | +239.5% | +79.9% | +159.5% | +41.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling