+242.2%
ZETA vs VWO
+30.6%
+211.5%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -0.4% |
| 7D | -0.1% | +0.2% | -0.2% | -0.3% |
| 30D | +10.5% | +0.9% | +9.6% | +9.2% |
| 3M | +44.3% | +4.3% | +40.0% | +35.5% |
| 6M | +59.4% | +10.5% | +48.9% | +37.9% |
| YTD | +49.5% | +13.4% | +36.1% | +24.9% |
| 1Y | +62.7% | +18.6% | +44.1% | +29.0% |
| 3Y | +274.6% | +65.8% | +208.8% | +88.7% |
| 5Y | +349.3% | +35.2% | +314.1% | +208.6% |
| All | +242.2% | +30.6% | +211.5% | +142.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling