+34.9%
ZALT vs VOO
+86.1%
-51.2%
-8.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | 0.0% |
| 7D | +0.3% | +0.5% | -0.3% | +0.1% |
| 30D | +0.3% | -0.9% | +1.2% | +0.6% |
| 3M | +2.2% | +3.9% | -1.7% | +0.8% |
| 6M | +5.9% | +14.5% | -8.6% | +0.5% |
| YTD | +6.0% | +13.0% | -7.0% | +1.1% |
| 1Y | +9.2% | +19.4% | -10.2% | +1.9% |
| All | +34.9% | +86.1% | -51.2% | +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 all: 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…
all analysis · Full analysis span regression · 6 months rolling