+218.0%
VOO vs ZS
+498.3%
-280.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.6% | +0.2% | +0.8% |
| 7D | -0.8% | -3.1% | +2.3% | -0.4% |
| 30D | -1.1% | -7.2% | +6.1% | -0.3% |
| 3M | +3.9% | +30.5% | -26.6% | -0.3% |
| 6M | +13.6% | +7.0% | +6.7% | +10.0% |
| YTD | +12.7% | -26.8% | +39.6% | +14.8% |
| 1Y | +17.6% | -42.6% | +60.2% | +23.8% |
| 3Y | +77.3% | -0.3% | +77.6% | +69.0% |
| 5Y | +84.1% | -39.2% | +123.3% | +77.9% |
| All | +218.0% | +498.3% | -280.3% | +126.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ZS.
Daily Out/Under-Performance
Portfolio return minus ZS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZS 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 ZS 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