-79.4%
ZEO vs VOO
+17.3%
-96.7%
-89.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -0.6% | -6.6% | -5.9% |
| 7D | 0.0% | -2.0% | +2.0% | +4.5% |
| 30D | -61.2% | -1.7% | -59.6% | -59.6% |
| 3M | -68.6% | +4.7% | -73.4% | -71.2% |
| 6M | -74.7% | +12.6% | -87.3% | -79.8% |
| YTD | -77.5% | +11.8% | -89.3% | -81.9% |
| 1Y | -79.4% | +17.5% | -97.0% | -84.5% |
| All | -79.4% | +17.3% | -96.7% | -84.5% |
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 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