+1,024.4%
VRT vs ZM
-67.8%
+1,092.2%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -4.8% | +8.5% | +5.4% |
| 7D | +13.6% | +1.6% | +12.0% | +12.9% |
| 30D | +6.8% | -7.7% | +14.5% | +9.3% |
| 3M | -3.2% | -4.7% | +1.4% | -2.9% |
| 6M | +20.3% | +24.4% | -4.1% | +6.2% |
| YTD | +79.6% | +11.8% | +67.8% | +62.7% |
| 1Y | +139.0% | +13.4% | +125.6% | +113.6% |
| 3Y | +644.6% | +33.8% | +610.8% | +495.3% |
| 5Y | +1,024.4% | -67.2% | +1,091.5% | +1,221.1% |
| All | +1,024.4% | -67.8% | +1,092.2% | +1,221.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling