-51.4%
VG vs ZM
+11.3%
-62.7%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.2% | -1.1% | -0.1% |
| 7D | -22.0% | -5.9% | -16.2% | -21.4% |
| 30D | -11.6% | -5.2% | -6.5% | -11.1% |
| 3M | -14.9% | -11.3% | -3.6% | -13.9% |
| 6M | -3.5% | -14.5% | +11.0% | -2.0% |
| YTD | +70.0% | +4.2% | +65.8% | +66.3% |
| 1Y | +50.0% | +9.3% | +40.7% | +42.3% |
| All | -51.4% | +11.3% | -62.7% | -57.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling