-16.9%
Z vs VOO
+314.4%
-331.3%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.3% | +0.4% | -0.1% |
| 7D | -13.1% | -0.9% | -12.2% | -11.6% |
| 30D | +5.9% | -2.3% | +8.2% | +9.6% |
| 3M | -13.7% | -1.2% | -12.5% | -11.9% |
| 6M | -27.1% | +3.3% | -30.5% | -30.2% |
| YTD | -56.8% | +12.3% | -69.1% | -63.0% |
| 1Y | -60.2% | +12.5% | -72.7% | -66.0% |
| 3Y | -19.7% | +79.2% | -98.9% | -63.0% |
| 5Y | -53.7% | +75.7% | -129.4% | -77.4% |
| 10Y | -16.9% | +313.7% | -330.6% | -87.4% |
| All | -16.9% | +314.4% | -331.3% | -87.4% |
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