+34.4%
ZALT vs VOO
+84.2%
-49.8%
-8.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | 0.0% |
| 7D | -0.7% | -2.0% | +1.3% | 0.0% |
| 30D | -0.1% | -1.7% | +1.6% | +0.5% |
| 3M | +1.9% | +4.7% | -2.8% | +0.1% |
| 6M | +5.1% | +12.6% | -7.5% | +0.4% |
| YTD | +5.6% | +11.8% | -6.2% | +1.1% |
| 1Y | +8.5% | +17.5% | -9.0% | +1.8% |
| All | +34.4% | +84.2% | -49.8% | +6.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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