-70.8%
ZLAB vs VOO
+67.9%
-138.7%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | +0.3% | +12.4% | +12.4% |
| 7D | +15.5% | -2.7% | +18.2% | +19.1% |
| 30D | +0.7% | -5.4% | +6.0% | +7.5% |
| 3M | +22.0% | -4.1% | +26.1% | +28.4% |
| 6M | +21.3% | +0.7% | +20.5% | +20.0% |
| YTD | +44.4% | +8.7% | +35.7% | +30.1% |
| 1Y | +10.1% | +11.0% | -0.9% | -3.4% |
| 3Y | -8.8% | +75.5% | -84.2% | -56.2% |
| All | -70.8% | +67.9% | -138.7% | -85.3% |
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 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