+54.1%
ZM vs TRU
+13.1%
+41.0%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.0% | -0.9% | -0.2% |
| 7D | -5.7% | -2.7% | -3.0% | -4.8% |
| 30D | -9.1% | -2.0% | -7.0% | -8.6% |
| 3M | +3.5% | +18.4% | -14.9% | -2.7% |
| 6M | +25.7% | +8.9% | +16.8% | +21.2% |
| YTD | +10.8% | -8.9% | +19.7% | +12.4% |
| 1Y | +12.8% | -15.9% | +28.6% | +17.0% |
| 3Y | +33.1% | -1.1% | +34.2% | +26.1% |
| 5Y | -68.3% | -35.2% | -33.1% | -69.5% |
| All | +54.1% | +13.1% | +41.0% | +38.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 10y: compounded portfolio wealth divided by compounded TRU 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…
10y analysis · Full analysis span regression · 6 months rolling