-15.2%
ZURA vs VOO
+77.0%
-92.1%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.5% | -6.4% | -6.1% |
| 7D | +0.7% | -0.4% | +1.1% | +1.3% |
| 30D | +1.4% | -1.4% | +2.8% | +3.6% |
| 3M | +54.7% | +3.7% | +51.0% | +46.0% |
| 6M | -18.9% | +13.0% | -31.9% | -33.0% |
| YTD | +9.0% | +12.4% | -3.5% | -9.4% |
| 1Y | +159.5% | +18.6% | +140.9% | +101.4% |
| All | -15.2% | +77.0% | -92.1% | -66.1% |
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