-34.2%
ZG vs VOO
+77.0%
-111.2%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | 0.0% |
| 7D | -7.4% | -0.4% | -7.1% | -6.9% |
| 30D | -3.7% | -1.4% | -2.3% | -1.7% |
| 3M | -8.4% | +3.7% | -12.1% | -12.9% |
| 6M | -27.3% | +13.0% | -40.4% | -38.9% |
| YTD | -51.9% | +12.4% | -64.4% | -59.2% |
| 1Y | -60.9% | +18.6% | -79.5% | -69.4% |
| All | -34.2% | +77.0% | -111.2% | -73.8% |
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