+50.5%
RSP vs ZM
-67.1%
+117.5%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -0.9% |
| 7D | -1.8% | +0.3% | -2.1% | -1.9% |
| 30D | -2.5% | -10.3% | +7.7% | -0.9% |
| 3M | +3.0% | -0.7% | +3.7% | +2.7% |
| 6M | +8.9% | +24.8% | -15.9% | +3.4% |
| YTD | +13.0% | +11.5% | +1.5% | +9.0% |
| 1Y | +16.2% | +12.3% | +3.9% | +11.7% |
| 3Y | +52.7% | +33.5% | +19.2% | +39.7% |
| 5Y | +50.5% | -67.5% | +118.0% | +49.8% |
| All | +50.5% | -67.1% | +117.5% | +49.8% |
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