-97.6%
ZEO vs VOO
+77.0%
-174.6%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +1.9% |
| 7D | +17.3% | -0.4% | +17.7% | +17.7% |
| 30D | -54.2% | -1.4% | -52.8% | -53.5% |
| 3M | -67.0% | +3.7% | -70.7% | -67.8% |
| 6M | -73.9% | +13.0% | -86.9% | -76.0% |
| YTD | -75.8% | +12.4% | -88.2% | -77.6% |
| 1Y | -79.8% | +18.6% | -98.4% | -81.8% |
| All | -97.6% | +77.0% | -174.6% | -97.8% |
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