+398.1%
ZWS vs VOO
+595.7%
-197.6%
-52.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +2.3% | +1.6% | +1.0% |
| 7D | +1.1% | +0.1% | +1.1% | +1.0% |
| 30D | -3.0% | -3.3% | +0.3% | +0.9% |
| 3M | -11.9% | -2.4% | -9.5% | -9.5% |
| 6M | -11.3% | +2.6% | -13.9% | -14.7% |
| YTD | -2.2% | +11.3% | -13.4% | -15.0% |
| 1Y | -3.9% | +13.4% | -17.4% | -18.6% |
| 3Y | +65.8% | +80.3% | -14.5% | -23.0% |
| 5Y | +31.4% | +72.7% | -41.3% | -35.1% |
| 10Y | +412.7% | +310.0% | +102.7% | -13.5% |
| All | +398.1% | +595.7% | -197.6% | -52.5% |
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