-96.0%
ZBAO vs VOO
+51.7%
-147.7%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.2% | 0.0% |
| 7D | -10.2% | -0.8% | -9.5% | -9.7% |
| 30D | -28.0% | -1.1% | -26.9% | -27.3% |
| 3M | -77.5% | +3.9% | -81.3% | -77.8% |
| 6M | -84.6% | +13.6% | -98.3% | -85.6% |
| YTD | -83.5% | +12.7% | -96.2% | -84.5% |
| 1Y | -86.1% | +17.6% | -103.7% | -87.5% |
| All | -96.0% | +51.7% | -147.7% | -96.7% |
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