+169.1%
VOO vs ZCMD
-100.0%
+269.1%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZCMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -7.1% | +7.9% | +0.9% |
| 7D | -0.8% | -5.4% | +4.7% | -0.7% |
| 30D | -1.1% | -24.8% | +23.7% | -0.9% |
| 3M | +3.9% | -62.8% | +66.7% | +3.2% |
| 6M | +13.6% | -99.5% | +113.2% | +16.7% |
| YTD | +12.7% | -99.8% | +112.5% | +16.5% |
| 1Y | +17.6% | -99.9% | +117.5% | +22.6% |
| 3Y | +77.3% | -100.0% | +177.3% | +91.6% |
| 5Y | +84.1% | -100.0% | +184.1% | +99.3% |
| All | +169.1% | -100.0% | +269.1% | +220.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ZCMD.
Daily Out/Under-Performance
Portfolio return minus ZCMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZCMD 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 ZCMD 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