+174.6%
ZTS vs VOO
+546.2%
-371.6%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.3% |
| 7D | -2.0% | +0.1% | -2.1% | -2.1% |
| 30D | +1.9% | +0.1% | +1.9% | +1.8% |
| 3M | -4.0% | +2.0% | -6.0% | -6.1% |
| 6M | -39.1% | +13.0% | -52.2% | -45.7% |
| YTD | -38.8% | +13.6% | -52.4% | -45.7% |
| 1Y | -49.6% | +20.1% | -69.6% | -57.4% |
| 3Y | -59.0% | +77.6% | -136.5% | -76.2% |
| 5Y | -61.8% | +82.4% | -144.2% | -78.4% |
| 10Y | +61.4% | +316.8% | -255.4% | -58.1% |
| All | +174.6% | +546.2% | -371.6% | -49.0% |
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