+14.4%
ZGN vs VOO
+77.7%
-63.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.1% |
| 7D | -8.1% | -2.0% | -6.1% | -6.5% |
| 30D | -17.8% | -1.7% | -16.1% | -16.7% |
| 3M | -18.4% | +4.7% | -23.1% | -21.4% |
| 6M | +9.6% | +12.6% | -2.9% | +0.1% |
| YTD | +14.7% | +11.8% | +2.9% | +5.2% |
| 1Y | +32.2% | +17.5% | +14.7% | +17.1% |
| 3Y | -15.5% | +77.0% | -92.5% | -42.5% |
| All | +14.4% | +77.7% | -63.4% | -20.6% |
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