+8.6%
VRT vs ZM
+7.4%
+1.2%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.9% | -2.2% | -3.1% |
| 7D | -17.7% | -1.0% | -16.7% | -17.7% |
| 30D | -20.0% | -7.0% | -13.0% | -20.0% |
| 3M | -28.1% | -15.2% | -12.9% | -28.8% |
| 6M | -42.8% | -16.8% | -26.1% | -42.3% |
| YTD | +20.0% | +5.4% | +14.6% | +21.8% |
| All | +8.6% | +7.4% | +1.2% | +9.4% |
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