-96.6%
ZSTK vs VOO
+75.9%
-172.5%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.7% | -0.6% | +16.3% | +16.6% |
| 7D | +1.7% | -2.0% | +3.6% | +4.6% |
| 30D | +190.6% | -1.7% | +192.3% | +197.1% |
| 3M | +5.4% | +4.7% | +0.6% | -1.7% |
| 6M | -30.0% | +12.6% | -42.6% | -41.5% |
| YTD | -21.7% | +11.8% | -33.5% | -33.6% |
| 1Y | -77.7% | +17.5% | -95.3% | -82.1% |
| All | -96.6% | +75.9% | -172.5% | -99.1% |
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