-94.4%
ZH vs VOO
+111.0%
-205.4%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.1% | -0.6% | +10.6% | +10.8% |
| 7D | +8.8% | +0.5% | +8.3% | +7.9% |
| 30D | -12.6% | -0.9% | -11.7% | -11.5% |
| 3M | -12.9% | +3.9% | -16.8% | -17.9% |
| 6M | -8.4% | +14.5% | -22.9% | -24.7% |
| YTD | -13.4% | +13.0% | -26.4% | -27.5% |
| 1Y | -43.5% | +19.4% | -63.0% | -56.3% |
| 3Y | -53.6% | +78.9% | -132.5% | -82.0% |
| 5Y | -95.7% | +82.3% | -178.0% | -98.2% |
| All | -94.4% | +111.0% | -205.4% | -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 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