-81.7%
ZENA vs VOO
+35.9%
-117.6%
-88.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.5% | -4.8% | -4.3% |
| 7D | -1.8% | -0.4% | -1.5% | -1.0% |
| 30D | -5.8% | -1.4% | -4.5% | -2.6% |
| 3M | +10.3% | +3.7% | +6.6% | +2.1% |
| 6M | -31.8% | +13.0% | -44.8% | -46.3% |
| YTD | -49.7% | +12.4% | -62.1% | -59.5% |
| 1Y | -65.8% | +18.6% | -84.4% | -75.0% |
| All | -81.7% | +35.9% | -117.6% | -89.3% |
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