+424.9%
ZWS vs VOO
+610.1%
-185.2%
-52.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.5% |
| 7D | -0.9% | +0.1% | -1.0% | -1.0% |
| 30D | -9.6% | +0.1% | -9.6% | -9.6% |
| 3M | +0.6% | +2.0% | -1.5% | -2.3% |
| 6M | -5.0% | +13.0% | -18.0% | -18.7% |
| YTD | +3.1% | +13.6% | -10.5% | -12.5% |
| 1Y | +4.6% | +20.1% | -15.5% | -17.3% |
| 3Y | +65.2% | +77.6% | -12.3% | -21.5% |
| 5Y | +63.5% | +82.4% | -18.9% | -24.6% |
| 10Y | +377.6% | +316.8% | +60.8% | -20.6% |
| All | +424.9% | +610.1% | -185.2% | -51.0% |
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