-18.4%
Z vs VOO
+75.0%
-93.3%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.6% | -4.4% | -6.3% | -4.5% |
| 7D | -2.3% | -4.7% | +2.5% | +5.0% |
| 30D | +9.4% | -5.9% | +15.2% | +19.2% |
| 3M | -16.1% | -4.5% | -11.6% | -10.1% |
| 6M | -30.4% | +1.9% | -32.3% | -32.2% |
| YTD | -55.6% | +8.4% | -64.0% | -60.3% |
| 1Y | -58.5% | +9.5% | -68.0% | -63.4% |
| All | -18.4% | +75.0% | -93.3% | -75.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling