+70.1%
ZVOL vs VOO
+95.2%
-25.1%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +1.2% |
| 7D | +3.4% | +0.1% | +3.2% | +3.2% |
| 30D | +7.6% | +0.1% | +7.6% | +7.5% |
| 3M | +16.5% | +2.0% | +14.5% | +12.8% |
| 6M | +18.3% | +13.0% | +5.3% | -2.0% |
| YTD | +15.0% | +13.6% | +1.4% | -5.6% |
| 1Y | +22.6% | +20.1% | +2.5% | -7.8% |
| 3Y | +24.8% | +77.6% | -52.8% | -47.8% |
| All | +70.1% | +95.2% | -25.1% | -36.4% |
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