+156.1%
ZTR vs VOO
+807.8%
-651.8%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.3% |
| 7D | -1.0% | -0.4% | -0.7% | -0.8% |
| 30D | -0.1% | -1.4% | +1.3% | +0.8% |
| 3M | +2.0% | +3.7% | -1.7% | -0.5% |
| 6M | +3.8% | +13.0% | -9.2% | -4.2% |
| YTD | +12.8% | +12.4% | +0.3% | +4.3% |
| 1Y | +17.3% | +18.6% | -1.3% | +4.8% |
| 3Y | +73.8% | +78.1% | -4.3% | +18.0% |
| 5Y | +21.7% | +82.3% | -60.6% | -19.8% |
| 10Y | +84.1% | +322.5% | -238.4% | -26.2% |
| All | +156.1% | +807.8% | -651.8% | -25.4% |
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