-89.0%
ZEPP vs VOO
+229.2%
-318.2%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.4% | +6.8% | +6.8% |
| 7D | -4.8% | +0.1% | -4.9% | -4.9% |
| 30D | +5.0% | +0.1% | +5.0% | +4.9% |
| 3M | -25.7% | +2.0% | -27.7% | -26.6% |
| 6M | -75.5% | +13.0% | -88.6% | -78.0% |
| YTD | -82.2% | +13.6% | -95.8% | -84.0% |
| 1Y | -90.5% | +20.1% | -110.6% | -91.8% |
| 3Y | +2.6% | +77.6% | -75.0% | -37.6% |
| 5Y | -88.8% | +82.4% | -171.2% | -93.3% |
| All | -89.0% | +229.2% | -318.2% | -95.6% |
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