+225.3%
VRTX vs ZM
+50.9%
+174.4%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +7.9% | -8.0% | -0.6% |
| 7D | -0.4% | +6.8% | -7.2% | -0.7% |
| 30D | +7.9% | +0.1% | +7.8% | +7.8% |
| 3M | +3.3% | -7.5% | +10.8% | +3.6% |
| 6M | +25.7% | -8.4% | +34.1% | +26.0% |
| YTD | +20.7% | +13.7% | +7.0% | +19.2% |
| 1Y | +27.4% | +15.9% | +11.5% | +25.7% |
| 3Y | +46.4% | +58.0% | -11.6% | +41.4% |
| 5Y | +194.3% | -60.4% | +254.7% | +193.8% |
| All | +225.3% | +50.9% | +174.4% | +182.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling