-14.4%
ZD vs VOO
+309.6%
-324.1%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | 0.0% |
| 7D | +3.8% | +2.6% | +1.2% | +1.2% |
| 30D | -10.3% | -2.0% | -8.3% | -8.5% |
| 3M | -7.9% | -2.8% | -5.1% | -5.4% |
| 6M | +27.0% | +2.2% | +24.9% | +24.0% |
| YTD | +46.5% | +11.5% | +35.0% | +30.4% |
| 1Y | +66.4% | +13.5% | +52.9% | +45.5% |
| 3Y | -13.8% | +78.1% | -91.9% | -51.1% |
| 5Y | -59.9% | +73.1% | -133.0% | -76.5% |
| All | -14.4% | +309.6% | -324.1% | -78.8% |
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