-8.8%
ZLAB vs VOO
+239.5%
-248.3%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | +0.3% | +12.4% | +12.4% |
| 7D | +15.5% | -2.7% | +18.2% | +18.9% |
| 30D | +0.7% | -5.4% | +6.0% | +6.9% |
| 3M | +22.0% | -4.1% | +26.1% | +27.9% |
| 6M | +21.3% | +0.7% | +20.5% | +20.2% |
| YTD | +44.4% | +8.7% | +35.7% | +31.5% |
| 1Y | +10.1% | +11.0% | -0.9% | -2.1% |
| 3Y | -8.8% | +75.5% | -84.2% | -51.3% |
| 5Y | -71.2% | +68.4% | -139.6% | -83.6% |
| All | -8.8% | +239.5% | -248.3% | -65.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling