+341.8%
ZETA price history and return analytics
+66.2%
+275.5%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -0.8% |
| 7D | -2.4% | +1.0% | -3.5% | -4.3% |
| 30D | +15.6% | -0.2% | +15.8% | +16.2% |
| 3M | +41.5% | +4.5% | +37.0% | +28.9% |
| 6M | +63.4% | +14.1% | +49.4% | +24.8% |
| YTD | +51.3% | +14.8% | +36.5% | +14.9% |
| 1Y | +65.8% | +21.2% | +44.6% | +14.6% |
| 3Y | +279.2% | +76.6% | +202.6% | +34.7% |
| 5Y | +341.8% | +66.6% | +275.2% | +105.0% |
| All | +341.8% | +66.2% | +275.5% | +105.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling