-36.7%
ZS vs VOO
+20.9%
-57.6%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.4% | -4.1% | -4.1% |
| 7D | -7.8% | +0.1% | -7.9% | -7.9% |
| 30D | +5.0% | +0.1% | +5.0% | +5.1% |
| 3M | +25.5% | +2.0% | +23.5% | +23.7% |
| 6M | +8.7% | +13.0% | -4.3% | -2.6% |
| YTD | -24.5% | +13.6% | -38.1% | -32.5% |
| 1Y | -36.7% | +20.1% | -56.8% | -48.9% |
| All | -36.7% | +20.9% | -57.6% | -48.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling