-28.0%
ZURA vs VOO
+101.0%
-129.1%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.8% | -4.0% | -3.8% |
| 7D | -16.4% | -0.8% | -15.6% | -15.9% |
| 30D | -9.9% | -1.1% | -8.8% | -9.2% |
| 3M | +45.5% | +3.9% | +41.6% | +41.6% |
| 6M | -25.5% | +13.6% | -39.1% | -31.6% |
| YTD | -0.6% | +12.7% | -13.3% | -8.4% |
| 1Y | +157.9% | +17.6% | +140.3% | +133.9% |
| 3Y | -22.6% | +77.3% | -99.9% | +1.7% |
| All | -28.0% | +101.0% | -129.1% | +380.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling