+398.4%
ZWS vs VOO
+315.3%
+83.1%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -0.9% |
| 7D | -0.6% | -0.4% | -0.2% | -0.1% |
| 30D | -8.5% | -1.4% | -7.1% | -6.9% |
| 3M | -3.3% | +3.7% | -7.0% | -7.9% |
| 6M | -0.9% | +13.0% | -14.0% | -15.4% |
| YTD | +1.0% | +12.4% | -11.5% | -13.3% |
| 1Y | +2.5% | +18.6% | -16.1% | -17.8% |
| 3Y | +66.1% | +78.1% | -12.0% | -22.3% |
| 5Y | +61.4% | +82.3% | -20.9% | -26.4% |
| 10Y | +398.4% | +322.5% | +75.8% | -36.7% |
| All | +398.4% | +315.3% | +83.1% | -36.7% |
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