-90.9%
ZVIA vs VOO
+87.1%
-178.0%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.6% | -2.5% | -2.4% |
| 7D | -9.5% | -2.0% | -7.5% | -7.1% |
| 30D | -8.8% | -1.7% | -7.2% | -6.9% |
| 3M | -10.1% | +4.7% | -14.9% | -15.6% |
| 6M | -8.8% | +12.6% | -21.4% | -22.2% |
| YTD | -46.6% | +11.8% | -58.3% | -53.8% |
| 1Y | -49.4% | +17.5% | -66.9% | -59.3% |
| 3Y | -52.5% | +77.0% | -129.5% | -77.0% |
| 5Y | -90.8% | +82.6% | -173.4% | -96.0% |
| All | -90.9% | +87.1% | -178.0% | -95.9% |
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