+79.2%
VZLA vs VOO
+82.4%
-3.1%
-59.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.8% |
| 7D | -1.4% | -0.4% | -1.1% | -1.0% |
| 30D | +5.4% | -1.4% | +6.8% | +7.4% |
| 3M | +22.8% | +3.7% | +19.1% | +18.1% |
| 6M | +2.5% | +13.0% | -10.5% | -9.8% |
| YTD | -25.2% | +12.4% | -37.7% | -33.7% |
| 1Y | +11.4% | +18.6% | -7.2% | -6.1% |
| 3Y | +309.0% | +78.1% | +230.9% | +124.6% |
| All | +79.2% | +82.4% | -3.1% | -9.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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