-74.0%
ZJYL vs VOO
+101.8%
-175.7%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.4% | -0.5% |
| 7D | -0.5% | -0.8% | +0.3% | +0.4% |
| 30D | -40.7% | -1.1% | -39.6% | -40.0% |
| 3M | -15.5% | +3.9% | -19.4% | -19.7% |
| 6M | -27.1% | +13.6% | -40.7% | -37.7% |
| YTD | -53.0% | +12.7% | -65.7% | -59.1% |
| 1Y | -84.6% | +17.6% | -102.1% | -87.2% |
| 3Y | -81.1% | +77.3% | -158.4% | -92.1% |
| All | -74.0% | +101.8% | -175.7% | -90.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling