-13.8%
ZD vs VOO
+78.5%
-92.3%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | 0.0% |
| 7D | +3.8% | +2.6% | +1.2% | +0.8% |
| 30D | -10.3% | -2.0% | -8.3% | -8.3% |
| 3M | -7.9% | -2.8% | -5.1% | -5.0% |
| 6M | +27.0% | +2.2% | +24.9% | +23.4% |
| YTD | +46.5% | +11.5% | +35.0% | +27.1% |
| 1Y | +66.4% | +13.5% | +52.9% | +40.9% |
| 3Y | -13.8% | +78.1% | -91.9% | -70.0% |
| All | -13.8% | +78.5% | -92.3% | -70.0% |
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