-78.9%
ZTG vs VOO
+19.1%
-98.0%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.3% | -0.7% |
| 7D | +2.5% | -0.8% | +3.3% | +4.3% |
| 30D | -92.2% | -1.1% | -91.2% | -91.8% |
| 3M | -58.3% | +3.9% | -62.2% | -59.1% |
| 6M | -56.2% | +13.6% | -69.9% | -60.3% |
| YTD | -64.1% | +12.7% | -76.8% | -67.1% |
| 1Y | -71.9% | +17.6% | -89.5% | -70.8% |
| All | -78.9% | +19.1% | -98.0% | -75.7% |
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 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