+87.8%
ZTS vs VOO
+309.6%
-221.9%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.4% |
| 7D | +5.6% | +2.6% | +3.0% | +3.2% |
| 30D | +12.1% | -2.0% | +14.1% | +14.2% |
| 3M | +11.3% | -2.8% | +14.0% | +14.0% |
| 6M | +14.3% | +2.2% | +12.1% | +11.6% |
| YTD | -31.9% | +11.5% | -43.4% | -38.5% |
| 1Y | -29.3% | +13.5% | -42.8% | -37.2% |
| 3Y | -48.0% | +78.1% | -126.1% | -70.0% |
| 5Y | -58.9% | +73.1% | -132.0% | -75.7% |
| All | +87.8% | +309.6% | -221.9% | -52.2% |
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