+255.4%
ZD vs VOO
+817.1%
-561.7%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -0.7% |
| 7D | -0.2% | +0.1% | -0.3% | -0.3% |
| 30D | +5.7% | +0.1% | +5.6% | +5.6% |
| 3M | +16.2% | +2.0% | +14.1% | +13.7% |
| 6M | +29.6% | +13.0% | +16.6% | +14.0% |
| YTD | +58.5% | +13.6% | +44.9% | +38.6% |
| 1Y | +49.1% | +20.1% | +29.0% | +23.3% |
| 3Y | -17.8% | +77.6% | -95.3% | -53.4% |
| 5Y | -53.0% | +82.4% | -135.4% | -73.7% |
| 10Y | -1.8% | +316.8% | -318.6% | -75.9% |
| All | +255.4% | +817.1% | -561.7% | -63.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling