+56.6%
ZECP vs VOO
+84.3%
-27.7%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.3% |
| 7D | -0.7% | +0.1% | -0.8% | -0.8% |
| 30D | -1.8% | +0.1% | -1.8% | -1.8% |
| 3M | +1.0% | +2.0% | -1.0% | -0.7% |
| 6M | +6.4% | +13.0% | -6.7% | -3.8% |
| YTD | +9.1% | +13.6% | -4.5% | -1.8% |
| 1Y | +15.0% | +20.1% | -5.1% | -1.1% |
| 3Y | +53.8% | +77.6% | -23.8% | -4.9% |
| 5Y | +54.3% | +82.4% | -28.1% | -7.6% |
| All | +56.6% | +84.3% | -27.7% | -7.5% |
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