-84.9%
ZNTL vs VOO
+234.0%
-318.9%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.8% | -3.1% | -3.6% |
| 7D | -12.0% | -0.8% | -11.3% | -10.9% |
| 30D | -18.2% | -1.1% | -17.1% | -16.7% |
| 3M | -0.3% | +3.9% | -4.2% | -6.0% |
| 6M | +18.6% | +13.6% | +4.9% | -2.4% |
| YTD | +160.0% | +12.7% | +147.3% | +118.3% |
| 1Y | +125.0% | +17.6% | +107.4% | +78.0% |
| 3Y | -85.9% | +77.3% | -163.3% | -93.8% |
| 5Y | -95.0% | +84.1% | -179.1% | -97.8% |
| All | -84.9% | +234.0% | -318.9% | -96.0% |
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 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