-82.5%
ZIP vs VOO
+82.6%
-165.1%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +1.3% |
| 7D | -4.5% | +0.1% | -4.6% | -4.7% |
| 30D | -0.7% | +0.1% | -0.8% | -1.1% |
| 3M | +27.1% | +2.0% | +25.1% | +22.3% |
| 6M | +101.0% | +13.0% | +87.9% | +64.8% |
| YTD | +8.2% | +13.6% | -5.4% | -10.3% |
| 1Y | -18.5% | +20.1% | -38.6% | -37.8% |
| 3Y | -71.9% | +77.6% | -149.4% | -88.1% |
| All | -82.5% | +82.6% | -165.1% | -92.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling