+275.4%
ZETA vs VTV
+66.4%
+209.0%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.2% | +1.8% |
| 7D | -6.5% | -2.1% | -4.4% | -2.7% |
| 30D | +4.8% | -1.3% | +6.2% | +7.5% |
| 3M | +53.3% | +5.6% | +47.7% | +37.2% |
| 6M | +66.8% | +12.4% | +54.4% | +31.6% |
| YTD | +50.2% | +17.6% | +32.5% | +8.3% |
| 1Y | +62.0% | +23.5% | +38.5% | +7.2% |
| All | +275.4% | +66.4% | +209.0% | +44.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling