-97.4%
KZIA vs VOO
+325.3%
-422.7%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.8% | +1.0% |
| 7D | -9.1% | -0.8% | -8.3% | -8.5% |
| 30D | -12.5% | -1.1% | -11.4% | -11.7% |
| 3M | -10.8% | +3.9% | -14.7% | -13.0% |
| 6M | +38.0% | +13.6% | +24.3% | +26.7% |
| YTD | +62.4% | +12.7% | +49.7% | +50.2% |
| 1Y | +37.3% | +17.6% | +19.7% | +24.1% |
| 3Y | -78.9% | +77.3% | -156.2% | -84.7% |
| 5Y | -97.9% | +84.1% | -182.0% | -98.5% |
| All | -97.4% | +325.3% | -422.7% | -98.8% |
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