-84.4%
ZSQR vs VOO
+77.4%
-161.8%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.8% | -3.7% | -3.5% |
| 7D | +4.1% | -0.8% | +4.8% | +4.6% |
| 30D | -21.1% | -1.1% | -20.0% | -20.4% |
| 3M | -71.8% | +3.9% | -75.7% | -72.5% |
| 6M | -75.4% | +13.6% | -89.0% | -77.4% |
| YTD | -78.5% | +12.7% | -91.2% | -80.0% |
| 1Y | -75.3% | +17.6% | -92.9% | -77.5% |
| 3Y | -84.4% | +77.3% | -161.7% | -84.7% |
| All | -84.4% | +77.4% | -161.8% | -84.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling