+183.7%
VTI vs ZM
+48.4%
+135.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.8% | +4.3% | -0.1% |
| 7D | +0.6% | +1.6% | -1.0% | +0.5% |
| 30D | -1.1% | -7.7% | +6.6% | -0.4% |
| 3M | +3.9% | -4.7% | +8.6% | +4.2% |
| 6M | +14.6% | +24.4% | -9.8% | +11.5% |
| YTD | +13.3% | +11.8% | +1.5% | +11.1% |
| 1Y | +19.2% | +13.4% | +5.8% | +16.6% |
| 3Y | +77.4% | +33.8% | +43.6% | +69.6% |
| 5Y | +74.0% | -67.2% | +141.2% | +72.6% |
| All | +183.7% | +48.4% | +135.3% | +165.5% |
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