+144.2%
VTV vs ZM
+48.0%
+96.2%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | -0.1% | -0.3% |
| 7D | -0.7% | +0.3% | -1.0% | -0.7% |
| 30D | -0.5% | -10.3% | +9.8% | -0.2% |
| 3M | +5.3% | -0.7% | +6.0% | +5.3% |
| 6M | +12.9% | +24.8% | -11.9% | +11.9% |
| YTD | +18.5% | +11.5% | +7.0% | +17.8% |
| 1Y | +25.3% | +12.3% | +12.9% | +24.5% |
| 3Y | +68.2% | +33.5% | +34.7% | +66.0% |
| 5Y | +80.6% | -67.5% | +148.1% | +72.0% |
| All | +144.2% | +48.0% | +96.2% | +132.0% |
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