+941.4%
ZIM vs VOO
+118.0%
+823.4%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +1.2% |
| 7D | +6.6% | +3.3% | +3.3% | +2.5% |
| 30D | -3.9% | -2.7% | -1.2% | -0.8% |
| 3M | +15.7% | -1.7% | +17.5% | +18.0% |
| 6M | +13.6% | +3.1% | +10.4% | +8.4% |
| YTD | +42.4% | +11.9% | +30.4% | +22.5% |
| 1Y | +92.5% | +12.1% | +80.5% | +65.4% |
| 3Y | +561.5% | +78.6% | +482.9% | +217.7% |
| 5Y | +128.6% | +73.8% | +54.9% | +17.0% |
| All | +941.4% | +118.0% | +823.4% | +309.3% |
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 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