-97.8%
ZDAI vs VOO
+41.3%
-139.0%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.2% | -0.6% |
| 7D | -9.0% | -0.8% | -8.3% | -7.9% |
| 30D | -14.2% | -1.1% | -13.1% | -12.7% |
| 3M | -46.1% | +3.9% | -50.0% | -49.3% |
| 6M | -63.4% | +13.6% | -77.1% | -70.2% |
| YTD | -53.7% | +12.7% | -66.4% | -61.6% |
| 1Y | -83.7% | +17.6% | -101.3% | -87.3% |
| All | -97.8% | +41.3% | -139.0% | -95.8% |
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