+54.1%
ZM vs VEU
+105.0%
-50.9%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.0% | -0.9% | -0.5% |
| 7D | -5.7% | -1.4% | -4.3% | -4.9% |
| 30D | -9.1% | -0.4% | -8.7% | -8.8% |
| 3M | +3.5% | +2.5% | +1.0% | +1.8% |
| 6M | +25.7% | +11.1% | +14.5% | +17.1% |
| YTD | +10.8% | +16.5% | -5.8% | +0.2% |
| 1Y | +12.8% | +22.9% | -10.2% | -1.2% |
| 3Y | +33.1% | +73.4% | -40.3% | -4.7% |
| 5Y | -68.3% | +56.1% | -124.4% | -77.4% |
| All | +54.1% | +105.0% | -50.9% | +37.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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