-94.4%
ZH vs VOO
+110.6%
-205.0%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.2% | -0.1% |
| 7D | +10.1% | -0.8% | +10.8% | +11.2% |
| 30D | -10.4% | -1.1% | -9.3% | -9.1% |
| 3M | -11.3% | +3.9% | -15.1% | -16.3% |
| 6M | -8.7% | +13.6% | -22.3% | -24.1% |
| YTD | -13.4% | +12.7% | -26.1% | -27.2% |
| 1Y | -45.2% | +17.6% | -62.8% | -56.6% |
| 3Y | -53.1% | +77.3% | -130.5% | -81.5% |
| 5Y | -95.6% | +84.1% | -179.7% | -98.2% |
| All | -94.4% | +110.6% | -205.0% | -98.4% |
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