-82.9%
ZURA vs VOO
+98.9%
-181.8%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.2% |
| 7D | -69.7% | +2.6% | -72.3% | -71.1% |
| 30D | -71.9% | -2.0% | -69.9% | -72.1% |
| 3M | -78.0% | -2.8% | -75.2% | -78.0% |
| 6M | -74.2% | +2.2% | -76.3% | -75.1% |
| YTD | -76.3% | +11.5% | -87.9% | -78.5% |
| 1Y | -70.3% | +13.5% | -83.8% | -73.4% |
| 3Y | -69.0% | +78.1% | -147.1% | -47.7% |
| All | -82.9% | +98.9% | -181.8% | +12.7% |
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 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