+19.3%
ZION vs VOO
+75.1%
-55.8%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.3% | -1.0% | -1.3% |
| 7D | -0.1% | -0.9% | +0.8% | +0.9% |
| 30D | +6.2% | -2.3% | +8.5% | +9.1% |
| 3M | -5.7% | -1.2% | -4.5% | -4.6% |
| 6M | +11.0% | +3.3% | +7.7% | +5.4% |
| YTD | +16.1% | +12.3% | +3.8% | -1.4% |
| 1Y | +30.2% | +12.5% | +17.7% | +10.2% |
| 3Y | +121.4% | +79.2% | +42.2% | +1.9% |
| 5Y | +19.3% | +75.7% | -56.3% | -44.1% |
| All | +19.3% | +75.1% | -55.8% | -44.1% |
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