-97.3%
ZEO vs VOO
+72.6%
-169.9%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +1.7% |
| 7D | +17.3% | -0.4% | +17.7% | +17.5% |
| 30D | -54.2% | -1.4% | -52.8% | -53.9% |
| 3M | -67.0% | +3.7% | -70.7% | -67.4% |
| 6M | -73.9% | +13.0% | -86.9% | -74.9% |
| YTD | -75.8% | +12.4% | -88.2% | -76.7% |
| 1Y | -79.8% | +18.6% | -98.4% | -80.8% |
| 3Y | -97.6% | +78.1% | -175.7% | -97.7% |
| All | -97.3% | +72.6% | -169.9% | -97.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling