-58.7%
ZTS vs VOO
+79.1%
-137.9%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.6% | -2.4% | -2.6% |
| 7D | -4.8% | +0.5% | -5.3% | -5.1% |
| 30D | +1.2% | -0.9% | +2.2% | +1.8% |
| 3M | -6.0% | +3.9% | -9.9% | -8.5% |
| 6M | -38.7% | +14.5% | -53.3% | -44.3% |
| YTD | -40.6% | +13.0% | -53.6% | -45.5% |
| 1Y | -50.6% | +19.4% | -70.0% | -56.3% |
| 3Y | -58.7% | +78.9% | -137.6% | -75.5% |
| All | -58.7% | +79.1% | -137.9% | -75.5% |
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