+16.0%
ZAUG vs VOO
+41.8%
-25.8%
-4.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -0.1% |
| 7D | -0.2% | -0.8% | +0.5% | -0.1% |
| 30D | -0.1% | -1.1% | +0.9% | +0.1% |
| 3M | +1.5% | +3.9% | -2.3% | +0.7% |
| 6M | +3.9% | +13.6% | -9.7% | +0.9% |
| YTD | +4.3% | +12.7% | -8.4% | +1.4% |
| 1Y | +5.7% | +17.6% | -11.9% | +1.7% |
| All | +16.0% | +41.8% | -25.8% | +6.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling