-99.9%
ZSTK vs VOO
+99.3%
-199.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.1% | -2.6% |
| 7D | +12.6% | -0.8% | +13.3% | +13.8% |
| 30D | +164.5% | -1.1% | +165.6% | +168.2% |
| 3M | -1.0% | +3.9% | -4.9% | -7.3% |
| 6M | -30.4% | +13.6% | -44.0% | -44.0% |
| YTD | -22.7% | +12.7% | -35.4% | -36.7% |
| 1Y | -79.7% | +17.6% | -97.2% | -84.2% |
| 3Y | -96.6% | +77.3% | -173.9% | -98.7% |
| 5Y | -99.9% | +84.1% | -184.0% | -100.0% |
| All | -99.9% | +99.3% | -199.1% | -100.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling