-0.5%
ZG vs VOO
+325.3%
-325.8%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.8% | +3.4% | +3.1% |
| 7D | -5.9% | -0.8% | -5.1% | -4.8% |
| 30D | -0.8% | -1.1% | +0.3% | +0.9% |
| 3M | +0.5% | +3.9% | -3.3% | -4.6% |
| 6M | -25.1% | +13.6% | -38.7% | -37.3% |
| YTD | -51.3% | +12.7% | -64.0% | -58.7% |
| 1Y | -61.2% | +17.6% | -78.8% | -69.1% |
| 3Y | -33.3% | +77.3% | -110.7% | -69.5% |
| 5Y | -63.9% | +84.1% | -148.0% | -83.7% |
| All | -0.5% | +325.3% | -325.8% | -83.1% |
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