-73.3%
ZIP vs VOO
+95.2%
-168.4%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.3% | -4.4% | -4.2% |
| 7D | +51.6% | +3.3% | +48.3% | +43.8% |
| 30D | +24.2% | -2.7% | +26.9% | +31.2% |
| 3M | +14.6% | -1.7% | +16.4% | +18.9% |
| 6M | +52.4% | +3.1% | +49.3% | +46.2% |
| YTD | +44.6% | +11.9% | +32.7% | +24.0% |
| 1Y | +18.5% | +12.1% | +6.4% | +1.6% |
| 3Y | -52.1% | +78.6% | -130.7% | -80.0% |
| 5Y | -81.8% | +73.8% | -155.6% | -91.6% |
| All | -73.3% | +95.2% | -168.4% | -89.5% |
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