+341.6%
ZETA vs VTV
+78.5%
+263.1%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.2% | +1.7% |
| 7D | -6.5% | -2.1% | -4.4% | -3.0% |
| 30D | +4.8% | -1.3% | +6.2% | +7.4% |
| 3M | +53.3% | +5.6% | +47.7% | +38.5% |
| 6M | +66.8% | +12.4% | +54.4% | +34.6% |
| YTD | +50.2% | +17.6% | +32.5% | +11.8% |
| 1Y | +62.0% | +23.5% | +38.5% | +11.8% |
| 3Y | +276.4% | +67.0% | +209.3% | +61.3% |
| 5Y | +341.6% | +80.5% | +261.1% | +74.9% |
| All | +341.6% | +78.5% | +263.1% | +74.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling