+243.8%
ZETA price history and return analytics
+69.5%
+174.3%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.3% | +2.1% |
| 7D | -6.5% | -2.0% | -4.5% | -2.8% |
| 30D | +4.8% | -1.4% | +6.3% | +7.9% |
| 3M | +53.3% | +4.7% | +48.6% | +39.1% |
| 6M | +66.8% | +11.4% | +55.5% | +34.0% |
| YTD | +50.2% | +13.1% | +37.1% | +17.8% |
| 1Y | +62.0% | +19.0% | +43.0% | +16.5% |
| 3Y | +276.4% | +73.9% | +202.4% | +40.1% |
| 5Y | +341.6% | +65.4% | +276.2% | +94.8% |
| All | +243.8% | +69.5% | +174.3% | +48.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling