-14.5%
Z vs VOO
+317.9%
-332.4%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.3% | +1.4% | +0.6% |
| 7D | -5.2% | +0.1% | -5.2% | -4.8% |
| 30D | +5.7% | -3.3% | +9.0% | +10.9% |
| 3M | -8.7% | -2.4% | -6.3% | -5.3% |
| 6M | -26.0% | +2.6% | -28.6% | -28.5% |
| YTD | -55.0% | +11.3% | -66.3% | -61.0% |
| 1Y | -58.0% | +13.4% | -71.4% | -64.5% |
| 3Y | -15.2% | +80.3% | -95.5% | -61.2% |
| 5Y | -53.8% | +72.7% | -126.5% | -76.9% |
| 10Y | -14.5% | +310.0% | -324.6% | -86.4% |
| All | -14.5% | +317.9% | -332.4% | -86.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling