+15.7%
ZROZ vs VOO
+777.9%
-762.1%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.1% | +0.3% |
| 7D | +1.1% | -2.7% | +3.8% | +0.1% |
| 30D | +11.9% | -5.4% | +17.3% | +9.8% |
| 3M | +1.6% | -4.1% | +5.6% | +0.1% |
| 6M | -4.0% | +0.7% | -4.8% | -3.7% |
| YTD | -4.8% | +8.7% | -13.5% | -1.7% |
| 1Y | -9.3% | +11.0% | -20.2% | -5.7% |
| 3Y | -3.4% | +75.5% | -78.8% | +21.6% |
| 5Y | -53.6% | +68.4% | -122.0% | -43.2% |
| 10Y | -36.5% | +315.7% | -352.1% | +51.2% |
| All | +15.7% | +777.9% | -762.1% | +500.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling