+387.1%
VGT vs ZM
+48.4%
+338.7%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.8% | +4.6% | +0.7% |
| 7D | +1.8% | +1.6% | +0.2% | +1.5% |
| 30D | -0.3% | -7.7% | +7.4% | +0.9% |
| 3M | +3.4% | -4.7% | +8.0% | +3.8% |
| 6M | +35.0% | +24.4% | +10.5% | +28.6% |
| YTD | +28.8% | +11.8% | +17.0% | +24.6% |
| 1Y | +38.0% | +13.4% | +24.6% | +32.9% |
| 3Y | +125.8% | +33.8% | +92.0% | +109.2% |
| 5Y | +134.7% | -67.2% | +201.9% | +145.9% |
| All | +387.1% | +48.4% | +338.7% | +343.7% |
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