-69.0%
ZURA vs VOO
+78.5%
-147.5%
-83.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.5% |
| 7D | -69.7% | +2.6% | -72.3% | -72.9% |
| 30D | -71.9% | -2.0% | -69.9% | -72.8% |
| 3M | -78.0% | -2.8% | -75.2% | -78.5% |
| 6M | -74.2% | +2.2% | -76.3% | -76.6% |
| YTD | -76.3% | +11.5% | -87.9% | -81.4% |
| 1Y | -70.3% | +13.5% | -83.8% | -77.4% |
| 3Y | -69.0% | +78.1% | -147.1% | -91.5% |
| All | -69.0% | +78.5% | -147.5% | -91.5% |
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