+117.7%
VEA vs ZM
+48.4%
+69.3%
-35.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.8% | +4.4% | -0.1% |
| 7D | +1.9% | +1.6% | +0.2% | +1.7% |
| 30D | +0.8% | -7.7% | +8.5% | +1.2% |
| 3M | +5.7% | -4.7% | +10.3% | +5.9% |
| 6M | +13.3% | +24.4% | -11.1% | +11.3% |
| YTD | +18.4% | +11.8% | +6.6% | +16.9% |
| 1Y | +27.0% | +13.4% | +13.6% | +25.1% |
| 3Y | +79.3% | +33.8% | +45.4% | +74.0% |
| 5Y | +62.1% | -67.2% | +129.3% | +58.6% |
| All | +117.7% | +48.4% | +69.3% | +102.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling