+51.1%
ZD vs VOO
+17.3%
+33.8%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.3% |
| 7D | -1.8% | -2.0% | +0.2% | -0.5% |
| 30D | +3.3% | -1.7% | +5.0% | +4.5% |
| 3M | +20.7% | +4.7% | +16.0% | +17.0% |
| 6M | +38.7% | +12.6% | +26.2% | +28.1% |
| YTD | +57.3% | +11.8% | +45.5% | +45.7% |
| 1Y | +51.1% | +17.5% | +33.6% | +31.4% |
| All | +51.1% | +17.3% | +33.8% | +31.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling