+72.7%
IVV vs ZM
-64.9%
+137.6%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.0% | +0.3% | +2.0% |
| 7D | +0.1% | -0.3% | +0.4% | +0.2% |
| 30D | -3.3% | -6.2% | +2.9% | -2.2% |
| 3M | -2.4% | -12.2% | +9.9% | -0.2% |
| 6M | +2.6% | -16.0% | +18.6% | +5.3% |
| YTD | +11.3% | +6.3% | +5.0% | +7.8% |
| 1Y | +13.4% | +12.3% | +1.2% | +8.3% |
| 3Y | +80.3% | +51.2% | +29.1% | +58.6% |
| 5Y | +72.7% | -64.5% | +137.2% | +72.4% |
| All | +72.7% | -64.9% | +137.6% | +72.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ZM.
Daily Out/Under-Performance
Portfolio return minus ZM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZM 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 5y: compounded portfolio wealth divided by compounded ZM 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…
5y analysis · Full analysis span regression · 6 months rolling