+26.8%
V vs ZM
+15.8%
+11.0%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +7.9% | -7.3% | 0.0% |
| 7D | -2.3% | +6.8% | -9.1% | -2.9% |
| 30D | +9.5% | +0.1% | +9.4% | +9.4% |
| 3M | +17.5% | -7.5% | +25.0% | +18.2% |
| 6M | +32.2% | -8.4% | +40.6% | +32.7% |
| YTD | +22.3% | +13.7% | +8.6% | +18.0% |
| 1Y | +26.8% | +15.9% | +10.9% | +21.9% |
| All | +26.8% | +15.8% | +11.0% | +21.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling