-81.2%
ZKH vs VOO
+68.0%
-149.2%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.2% | +0.3% |
| 7D | -1.0% | -0.8% | -0.2% | -0.7% |
| 30D | 0.0% | -1.1% | +1.1% | +0.5% |
| 3M | +2.8% | +3.9% | -1.1% | +1.0% |
| 6M | -12.0% | +13.6% | -25.7% | -17.0% |
| YTD | -20.7% | +12.7% | -33.4% | -24.9% |
| 1Y | -2.3% | +17.6% | -19.9% | -9.5% |
| All | -81.2% | +68.0% | -149.2% | -86.6% |
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