+55.4%
VXUS vs ZM
-67.8%
+123.2%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.8% | +4.5% | +0.3% |
| 7D | +1.6% | +1.6% | 0.0% | +1.3% |
| 30D | +1.0% | -7.7% | +8.7% | +2.0% |
| 3M | +5.7% | -4.7% | +10.3% | +6.0% |
| 6M | +13.6% | +24.4% | -10.9% | +8.8% |
| YTD | +17.4% | +11.8% | +5.6% | +13.8% |
| 1Y | +25.1% | +13.4% | +11.7% | +20.7% |
| 3Y | +75.8% | +33.8% | +42.0% | +62.8% |
| 5Y | +55.4% | -67.2% | +122.5% | +56.6% |
| All | +55.4% | -67.8% | +123.2% | +56.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling