+83.7%
VOO vs ZS
-42.5%
+126.2%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.6% | -3.0% | -0.8% |
| 7D | -0.4% | -3.8% | +3.5% | +0.2% |
| 30D | -1.4% | -6.0% | +4.6% | -0.7% |
| 3M | +3.7% | +32.0% | -28.3% | -1.2% |
| 6M | +13.0% | +2.1% | +10.9% | +9.7% |
| YTD | +12.4% | -26.2% | +38.6% | +15.0% |
| 1Y | +18.6% | -41.2% | +59.8% | +25.9% |
| 3Y | +78.1% | +3.3% | +74.7% | +66.4% |
| All | +83.7% | -42.5% | +126.2% | +71.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling