+953.1%
ZIM vs VOO
+119.5%
+833.6%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | -0.7% |
| 7D | +3.5% | -0.8% | +4.2% | +4.4% |
| 30D | +17.0% | -1.1% | +18.1% | +18.5% |
| 3M | +14.1% | +3.9% | +10.2% | +8.4% |
| 6M | +8.9% | +13.6% | -4.7% | -8.1% |
| YTD | +44.0% | +12.7% | +31.3% | +23.1% |
| 1Y | +125.8% | +17.6% | +108.2% | +83.4% |
| 3Y | +332.5% | +77.3% | +255.2% | +110.1% |
| 5Y | +98.1% | +84.1% | +14.0% | -5.9% |
| All | +953.1% | +119.5% | +833.6% | +311.3% |
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