+177.1%
VRTX vs ZM
-67.1%
+244.1%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.3% | -1.2% | -1.4% |
| 7D | -6.4% | +0.3% | -6.7% | -6.4% |
| 30D | -0.5% | -10.3% | +9.7% | +0.4% |
| 3M | +16.9% | -0.7% | +17.6% | +16.8% |
| 6M | +13.1% | +24.8% | -11.7% | +9.8% |
| YTD | +14.9% | +11.5% | +3.5% | +12.7% |
| 1Y | +31.4% | +12.3% | +19.1% | +28.7% |
| 3Y | +51.9% | +33.5% | +18.4% | +44.8% |
| 5Y | +177.1% | -67.5% | +244.6% | +170.2% |
| All | +177.1% | -67.1% | +244.1% | +170.2% |
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