+206.0%
VRTX vs ZM
+46.9%
+159.1%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.7% | -0.5% | -1.2% |
| 7D | -7.8% | -2.7% | -5.0% | -7.6% |
| 30D | -2.8% | -10.0% | +7.1% | -2.3% |
| 3M | +18.1% | +1.6% | +16.5% | +17.9% |
| 6M | +3.1% | +25.0% | -21.9% | +1.4% |
| YTD | +13.5% | +10.6% | +2.9% | +12.3% |
| 1Y | +32.4% | +14.0% | +18.5% | +30.8% |
| 3Y | +50.0% | +32.5% | +17.5% | +46.2% |
| 5Y | +172.9% | -68.3% | +241.2% | +174.4% |
| All | +206.0% | +46.9% | +159.1% | +166.4% |
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 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