+90.3%
ZETA vs VYM
+21.8%
+68.5%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.2% | +1.4% | +0.3% |
| 7D | -5.0% | +1.2% | -6.1% | -7.1% |
| 30D | -3.3% | +5.2% | -8.6% | -12.8% |
| 3M | +31.0% | +0.5% | +30.5% | +30.6% |
| 6M | +72.2% | +7.7% | +64.5% | +46.8% |
| YTD | +56.2% | +17.2% | +39.0% | +4.1% |
| 1Y | +90.3% | +21.7% | +68.6% | +7.7% |
| All | +90.3% | +21.8% | +68.5% | +7.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 1y: compounded portfolio wealth divided by compounded VYM 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…
1y analysis · Full analysis span regression · 6 months rolling