-82.7%
ZJYL vs VOO
+20.9%
-103.6%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.4% | -2.9% | -2.8% |
| 7D | -11.1% | +0.1% | -11.2% | -11.2% |
| 30D | -5.9% | +0.1% | -5.9% | -5.9% |
| 3M | -27.3% | +2.0% | -29.3% | -28.5% |
| 6M | -28.8% | +13.0% | -41.8% | -41.2% |
| YTD | -52.7% | +13.6% | -66.3% | -60.5% |
| 1Y | -82.7% | +20.1% | -102.7% | -86.3% |
| All | -82.7% | +20.9% | -103.6% | -86.3% |
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