+369.9%
ZION vs VOO
+817.1%
-447.2%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.6% |
| 7D | +2.3% | +0.1% | +2.2% | +2.2% |
| 30D | -2.6% | +0.1% | -2.7% | -2.7% |
| 3M | +10.8% | +2.0% | +8.8% | +7.4% |
| 6M | +20.9% | +13.0% | +7.8% | +2.8% |
| YTD | +21.1% | +13.6% | +7.5% | +2.4% |
| 1Y | +23.0% | +20.1% | +2.9% | -3.0% |
| 3Y | +111.0% | +77.6% | +33.5% | +3.1% |
| 5Y | +44.4% | +82.4% | -38.1% | -30.8% |
| 10Y | +198.9% | +316.8% | -117.9% | -52.9% |
| All | +369.9% | +817.1% | -447.2% | -78.9% |
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 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