+47.7%
VXUS vs ZM
-64.6%
+112.3%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | -0.5% |
| 7D | +0.5% | -1.0% | +1.5% | +0.7% |
| 30D | -2.5% | -7.0% | +4.4% | -1.6% |
| 3M | -4.6% | -15.2% | +10.6% | -2.6% |
| 6M | -2.6% | -16.8% | +14.1% | -0.6% |
| YTD | +10.4% | +5.4% | +5.0% | +7.8% |
| 1Y | +12.9% | +9.3% | +3.5% | +9.4% |
| 3Y | +68.4% | +46.5% | +21.9% | +53.4% |
| 5Y | +47.7% | -63.8% | +111.5% | +43.4% |
| All | +47.7% | -64.6% | +112.3% | +43.4% |
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