-97.8%
ZSL vs VOO
+82.3%
-180.1%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.6% | +2.0% | +0.7% |
| 7D | -5.3% | +0.5% | -5.8% | -4.6% |
| 30D | -7.6% | -0.9% | -6.7% | -8.5% |
| 3M | -3.5% | +3.9% | -7.4% | +2.6% |
| 6M | +20.6% | +14.5% | +6.0% | +46.5% |
| YTD | -55.7% | +13.0% | -68.6% | -46.3% |
| 1Y | -87.8% | +19.4% | -107.2% | -84.3% |
| 3Y | -97.1% | +78.9% | -175.9% | -94.5% |
| 5Y | -97.8% | +82.3% | -180.1% | -95.2% |
| All | -97.8% | +82.3% | -180.1% | -95.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling