+911.8%
ZIM vs VT
+87.8%
+823.9%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.7% | -4.7% | -5.4% |
| 7D | -4.2% | -0.3% | -3.9% | -3.9% |
| 30D | -1.8% | -1.4% | -0.4% | 0.0% |
| 3M | +4.1% | -1.4% | +5.5% | +5.9% |
| 6M | +9.0% | +5.5% | +3.5% | +0.1% |
| YTD | +38.3% | +12.8% | +25.5% | +15.0% |
| 1Y | +104.7% | +15.4% | +89.2% | +64.8% |
| 3Y | +501.9% | +76.9% | +425.1% | +161.1% |
| 5Y | +109.8% | +60.4% | +49.4% | +13.5% |
| All | +911.8% | +87.8% | +823.9% | +318.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling