+78.1%
VOO vs ZS
+9.6%
+68.5%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.3% |
| 7D | +2.6% | -2.6% | +5.2% | +2.9% |
| 30D | -2.0% | -12.8% | +10.8% | -0.6% |
| 3M | -2.8% | +2.3% | -5.0% | -3.5% |
| 6M | +2.2% | +26.3% | -24.1% | -3.2% |
| YTD | +11.5% | -14.4% | +25.9% | +12.9% |
| 1Y | +13.5% | -37.6% | +51.1% | +22.4% |
| 3Y | +78.1% | +8.0% | +70.1% | +61.3% |
| All | +78.1% | +9.6% | +68.5% | +61.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling