+403.3%
ZS vs VOO
+216.9%
+186.4%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.5% | +3.0% | +3.1% |
| 7D | -3.8% | -0.4% | -3.5% | -3.3% |
| 30D | -6.0% | -1.4% | -4.6% | -4.1% |
| 3M | +32.0% | +3.7% | +28.3% | +26.2% |
| 6M | +2.1% | +13.0% | -10.9% | -12.7% |
| YTD | -26.2% | +12.4% | -38.6% | -36.4% |
| 1Y | -41.2% | +18.6% | -59.8% | -52.6% |
| 3Y | +3.3% | +78.1% | -74.7% | -48.8% |
| 5Y | -40.7% | +82.3% | -123.0% | -69.9% |
| All | +403.3% | +216.9% | +186.4% | +53.7% |
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