-79.7%
ZIP vs VOO
+94.0%
-173.7%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.1% | +2.3% | +11.7% | +10.3% |
| 7D | +0.2% | +0.1% | +0.2% | +1.6% |
| 30D | +2.9% | -3.3% | +6.2% | +10.3% |
| 3M | -16.5% | -2.4% | -14.1% | -12.1% |
| 6M | +18.5% | +2.6% | +15.9% | +15.0% |
| YTD | +10.0% | +11.3% | -1.3% | -4.3% |
| 1Y | -1.8% | +13.4% | -15.3% | -17.0% |
| 3Y | -62.5% | +80.3% | -142.8% | -84.5% |
| 5Y | -85.2% | +72.7% | -157.9% | -93.1% |
| All | -79.7% | +94.0% | -173.7% | -91.9% |
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 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