+246.3%
ZETA vs VTV
+80.5%
+165.9%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.8% | -1.0% | -0.4% |
| 7D | -2.4% | +0.3% | -2.7% | -2.9% |
| 30D | +15.6% | +0.1% | +15.4% | +15.3% |
| 3M | +41.5% | +6.2% | +35.3% | +27.1% |
| 6M | +63.4% | +13.5% | +49.9% | +30.6% |
| YTD | +51.3% | +18.9% | +32.5% | +11.8% |
| 1Y | +65.8% | +25.8% | +40.0% | +12.2% |
| 3Y | +279.2% | +68.7% | +210.4% | +65.5% |
| 5Y | +341.8% | +80.3% | +261.4% | +83.3% |
| All | +246.3% | +80.5% | +165.9% | +43.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling