-2.9%
ZD vs VOO
+321.7%
-324.6%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.6% |
| 7D | -1.8% | -2.0% | +0.2% | +0.2% |
| 30D | +3.3% | -1.7% | +5.0% | +5.1% |
| 3M | +20.7% | +4.7% | +16.0% | +14.9% |
| 6M | +38.7% | +12.6% | +26.2% | +22.6% |
| YTD | +57.3% | +11.8% | +45.5% | +39.8% |
| 1Y | +51.1% | +17.5% | +33.6% | +27.7% |
| 3Y | -14.6% | +77.0% | -91.6% | -51.3% |
| 5Y | -52.8% | +82.6% | -135.4% | -73.6% |
| All | -2.9% | +321.7% | -324.6% | -77.3% |
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