-52.7%
ZG vs VOO
+72.6%
-125.2%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.4% | +3.8% | +4.0% |
| 7D | -0.8% | +2.6% | -3.4% | -4.6% |
| 30D | +2.9% | -2.0% | +4.9% | +6.3% |
| 3M | -16.9% | -2.8% | -14.1% | -13.0% |
| 6M | -22.6% | +2.2% | -24.7% | -25.1% |
| YTD | -55.9% | +11.5% | -67.4% | -62.7% |
| 1Y | -56.2% | +13.5% | -69.7% | -63.9% |
| 3Y | -12.8% | +78.1% | -90.9% | -65.4% |
| All | -52.7% | +72.6% | -125.2% | -80.6% |
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 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