+18.5%
ZIP vs VOO
+11.8%
+6.7%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.3% | -4.4% | -4.0% |
| 7D | +51.6% | +3.3% | +48.3% | +40.6% |
| 30D | +24.2% | -2.7% | +26.9% | +33.1% |
| 3M | +14.6% | -1.7% | +16.4% | +20.1% |
| 6M | +52.4% | +3.1% | +49.3% | +42.9% |
| YTD | +44.6% | +11.9% | +32.7% | +15.6% |
| 1Y | +18.5% | +12.1% | +6.4% | -4.8% |
| All | +18.5% | +11.8% | +6.7% | -4.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling