-99.9%
ZSTK vs VOO
+99.7%
-199.6%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.9% |
| 7D | -15.5% | +0.5% | -16.1% | -16.3% |
| 30D | +160.6% | -0.9% | +161.5% | +164.1% |
| 3M | -9.6% | +3.9% | -13.5% | -15.2% |
| 6M | -35.7% | +14.5% | -50.3% | -48.8% |
| YTD | -31.3% | +13.0% | -44.3% | -43.9% |
| 1Y | -81.8% | +19.4% | -101.2% | -86.2% |
| 3Y | -96.7% | +78.9% | -175.5% | -98.7% |
| 5Y | -99.9% | +82.3% | -182.2% | -100.0% |
| All | -99.9% | +99.7% | -199.6% | -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 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