-18.5%
Z vs VOO
+311.2%
-329.7%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.3% | -1.9% | -1.8% |
| 7D | -4.9% | +3.3% | -8.2% | -8.9% |
| 30D | +3.0% | -2.7% | +5.7% | +7.1% |
| 3M | -13.4% | -1.7% | -11.7% | -10.9% |
| 6M | -27.3% | +3.1% | -30.4% | -30.2% |
| YTD | -57.8% | +11.9% | -69.7% | -63.7% |
| 1Y | -60.0% | +12.1% | -72.1% | -65.6% |
| 3Y | -21.5% | +78.6% | -100.1% | -63.7% |
| 5Y | -55.0% | +73.8% | -128.8% | -77.7% |
| All | -18.5% | +311.2% | -329.7% | -87.5% |
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