+224.8%
VRTX vs ZM
+55.9%
+168.9%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +3.3% | -5.4% | -2.3% |
| 7D | +0.8% | +2.9% | -2.1% | +0.7% |
| 30D | +12.6% | +0.7% | +12.0% | +12.6% |
| 3M | +23.6% | -3.7% | +27.3% | +23.8% |
| 6M | +14.3% | +29.9% | -15.6% | +12.2% |
| YTD | +20.5% | +17.4% | +3.0% | +18.8% |
| 1Y | +37.6% | +22.4% | +15.2% | +35.3% |
| 3Y | +55.5% | +41.3% | +14.3% | +51.1% |
| 5Y | +175.7% | -66.0% | +241.8% | +176.3% |
| All | +224.8% | +55.9% | +168.9% | +181.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling