+14.2%
ZROZ vs VOO
+817.1%
-802.9%
-63.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.2% |
| 7D | -0.7% | +0.1% | -0.8% | -0.6% |
| 30D | -0.7% | +0.1% | -0.7% | -0.6% |
| 3M | -5.3% | +2.0% | -7.3% | -4.6% |
| 6M | -9.5% | +13.0% | -22.5% | -5.4% |
| YTD | -6.0% | +13.6% | -19.6% | -1.5% |
| 1Y | -4.7% | +20.1% | -24.7% | +2.1% |
| 3Y | -17.0% | +77.6% | -94.6% | +4.4% |
| 5Y | -53.2% | +82.4% | -135.6% | -40.4% |
| 10Y | -42.1% | +316.8% | -358.9% | +35.2% |
| All | +14.2% | +817.1% | -802.9% | +501.6% |
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