+98.6%
ZIM vs VOO
+81.6%
+17.0%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.9% | -1.8% |
| 7D | +4.9% | -0.4% | +5.2% | +5.2% |
| 30D | +16.5% | -1.4% | +17.9% | +18.5% |
| 3M | +15.2% | +3.7% | +11.5% | +9.7% |
| 6M | +4.3% | +13.0% | -8.7% | -11.3% |
| YTD | +43.1% | +12.4% | +30.6% | +22.8% |
| 1Y | +128.4% | +18.6% | +109.8% | +83.7% |
| 3Y | +329.3% | +78.1% | +251.3% | +108.7% |
| 5Y | +98.6% | +82.3% | +16.3% | -3.9% |
| All | +98.6% | +81.6% | +17.0% | -3.9% |
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