-40.8%
ZBRA vs VOO
+80.3%
-121.1%
-67.8%
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% | +0.7% |
| 7D | -3.8% | -2.0% | -1.8% | -0.7% |
| 30D | -10.2% | -1.7% | -8.5% | -7.8% |
| 3M | +58.7% | +4.7% | +53.9% | +48.4% |
| 6M | +61.9% | +12.6% | +49.4% | +35.6% |
| YTD | +41.7% | +11.8% | +29.9% | +20.2% |
| 1Y | +12.4% | +17.5% | -5.2% | -11.5% |
| 3Y | +34.2% | +77.0% | -42.8% | -42.2% |
| 5Y | -40.8% | +82.6% | -123.3% | -74.7% |
| All | -40.8% | +80.3% | -121.1% | -74.7% |
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