-100.0%
ZNB vs VOO
+80.3%
-180.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.6% | -4.6% | -4.2% |
| 7D | -12.5% | -2.0% | -10.5% | -9.6% |
| 30D | -44.5% | -1.7% | -42.9% | -43.0% |
| 3M | -85.8% | +4.7% | -90.5% | -86.8% |
| 6M | -98.9% | +12.6% | -111.4% | -99.0% |
| YTD | -99.7% | +11.8% | -111.4% | -99.7% |
| 1Y | -99.9% | +17.5% | -117.4% | -99.9% |
| 3Y | -100.0% | +77.0% | -177.0% | -100.0% |
| 5Y | -100.0% | +82.6% | -182.6% | -100.0% |
| All | -100.0% | +80.3% | -180.3% | -100.0% |
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