+75.8%
VXUS vs ZM
+30.9%
+44.9%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.8% | +4.5% | +0.2% |
| 7D | +1.6% | +1.6% | 0.0% | +1.4% |
| 30D | +1.0% | -7.7% | +8.7% | +1.8% |
| 3M | +5.7% | -4.7% | +10.3% | +6.1% |
| 6M | +13.6% | +24.4% | -10.9% | +9.2% |
| YTD | +17.4% | +11.8% | +5.6% | +14.2% |
| 1Y | +25.1% | +13.4% | +11.7% | +21.1% |
| 3Y | +75.8% | +33.8% | +42.0% | +61.1% |
| All | +75.8% | +30.9% | +44.9% | +61.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling