-88.6%
ZEPP vs VOO
+224.0%
-312.6%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.4% |
| 7D | +9.8% | -2.0% | +11.7% | +11.9% |
| 30D | -3.9% | -1.7% | -2.2% | -2.4% |
| 3M | +24.1% | +4.7% | +19.3% | +19.2% |
| 6M | -75.4% | +12.6% | -87.9% | -77.7% |
| YTD | -81.6% | +11.8% | -93.4% | -83.2% |
| 1Y | -90.4% | +17.5% | -108.0% | -91.6% |
| 3Y | +3.1% | +77.0% | -73.9% | -37.0% |
| 5Y | -87.4% | +82.6% | -170.0% | -92.4% |
| All | -88.6% | +224.0% | -312.6% | -95.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling