+333.2%
VOO vs Z
+4.8%
+328.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.5% | +5.2% | +0.5% |
| 7D | -0.6% | -6.5% | +5.9% | +0.3% |
| 30D | -3.6% | -0.1% | -3.5% | -4.0% |
| 3M | -2.7% | -14.1% | +11.4% | -1.2% |
| 6M | +2.2% | -30.1% | +32.3% | +6.8% |
| YTD | +10.9% | -57.5% | +68.4% | +24.1% |
| 1Y | +11.3% | -60.3% | +71.7% | +25.7% |
| 3Y | +76.9% | -21.0% | +97.9% | +74.7% |
| 5Y | +73.5% | -54.9% | +128.4% | +79.2% |
| 10Y | +307.7% | -16.0% | +323.7% | +245.6% |
| All | +333.2% | +4.8% | +328.4% | +248.8% |
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