+220.3%
VRTX vs ZM
+53.5%
+166.8%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.1% | -2.9% | -0.9% |
| 7D | -1.6% | +11.0% | -12.6% | -2.1% |
| 30D | +8.0% | +5.6% | +2.4% | +7.7% |
| 3M | +4.3% | -9.1% | +13.4% | +4.7% |
| 6M | +18.9% | -2.6% | +21.4% | +18.7% |
| YTD | +18.8% | +15.7% | +3.1% | +17.2% |
| 1Y | +24.0% | +18.8% | +5.2% | +22.1% |
| 3Y | +42.1% | +62.2% | -20.0% | +37.1% |
| 5Y | +187.6% | -60.9% | +248.4% | +187.1% |
| All | +220.3% | +53.5% | +166.8% | +178.0% |
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