+344.5%
ZETA vs VWO
+34.0%
+310.4%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.7% | -1.9% | -2.1% |
| 7D | -3.7% | -1.8% | -2.0% | -1.5% |
| 30D | +5.7% | -0.1% | +5.8% | +5.8% |
| 3M | +50.4% | +2.2% | +48.2% | +44.8% |
| 6M | +65.5% | +8.8% | +56.7% | +45.8% |
| YTD | +48.3% | +12.4% | +35.9% | +24.7% |
| 1Y | +45.4% | +15.6% | +29.8% | +18.4% |
| 3Y | +270.8% | +62.5% | +208.2% | +88.0% |
| All | +344.5% | +34.0% | +310.4% | +242.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VWO.
Daily Out/Under-Performance
Portfolio return minus VWO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VWO 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 VWO 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