+337.3%
VOO vs Z
+4.2%
+333.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.3% | +1.9% | 0.0% |
| 7D | +3.3% | -4.9% | +8.2% | +4.0% |
| 30D | -2.7% | +3.0% | -5.7% | -3.5% |
| 3M | -1.7% | -13.4% | +11.7% | -0.3% |
| 6M | +3.1% | -27.3% | +30.4% | +7.1% |
| YTD | +11.9% | -57.8% | +69.7% | +25.4% |
| 1Y | +12.1% | -60.0% | +72.1% | +26.4% |
| 3Y | +78.6% | -21.5% | +100.1% | +76.6% |
| 5Y | +73.8% | -55.0% | +128.8% | +79.5% |
| 10Y | +312.3% | -18.8% | +331.0% | +250.9% |
| All | +337.3% | +4.2% | +333.1% | +252.4% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 Z 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