+133.4%
ZIM vs VT
+57.0%
+76.4%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.7% |
| 7D | +5.0% | +2.4% | +2.6% | +1.9% |
| 30D | -1.7% | -1.5% | -0.2% | +0.1% |
| 3M | +9.4% | -4.1% | +13.5% | +15.2% |
| 6M | +13.9% | +0.6% | +13.4% | +12.0% |
| YTD | +42.9% | +11.0% | +31.8% | +22.4% |
| 1Y | +89.4% | +13.3% | +76.1% | +57.9% |
| 3Y | +587.9% | +73.4% | +514.5% | +223.9% |
| All | +133.4% | +57.0% | +76.4% | +32.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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