+822.6%
VOO vs ZBRA
+1,069.7%
-247.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.8% | +2.3% | +0.2% |
| 7D | +0.5% | +2.6% | -2.0% | -0.2% |
| 30D | -0.9% | -6.4% | +5.4% | +0.8% |
| 3M | +3.9% | +51.3% | -47.4% | -8.6% |
| 6M | +14.5% | +60.5% | -46.0% | -1.5% |
| YTD | +13.0% | +45.2% | -32.2% | -0.8% |
| 1Y | +19.4% | +12.3% | +7.1% | +12.1% |
| 3Y | +78.9% | +37.5% | +41.4% | +53.1% |
| 5Y | +82.3% | -39.2% | +121.5% | +90.6% |
| 10Y | +314.2% | +417.0% | -102.8% | +134.7% |
| All | +822.6% | +1,069.7% | -247.1% | +216.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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