-82.5%
ZIP vs VOO
+94.8%
-177.4%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +1.0% |
| 7D | -11.9% | -2.0% | -10.0% | -9.0% |
| 30D | -25.0% | -1.7% | -23.3% | -23.2% |
| 3M | +4.5% | +4.7% | -0.2% | -3.5% |
| 6M | +29.5% | +12.6% | +16.9% | +7.1% |
| YTD | -5.4% | +11.8% | -17.1% | -19.6% |
| 1Y | -22.0% | +17.5% | -39.5% | -38.5% |
| 3Y | -75.4% | +77.0% | -152.4% | -89.7% |
| 5Y | -85.3% | +82.6% | -167.8% | -93.7% |
| All | -82.5% | +94.8% | -177.4% | -93.2% |
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