+62.2%
ZM vs VEU
+70.2%
-8.0%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.1% | +2.2% | +2.2% |
| 7D | +11.0% | +2.1% | +8.9% | +9.7% |
| 30D | +5.6% | -0.9% | +6.6% | +6.3% |
| 3M | -9.1% | -5.4% | -3.8% | -6.0% |
| 6M | -2.6% | -1.8% | -0.8% | -1.9% |
| YTD | +15.7% | +10.9% | +4.7% | +5.3% |
| 1Y | +18.8% | +13.6% | +5.2% | +5.9% |
| 3Y | +62.2% | +69.3% | -7.1% | -3.1% |
| All | +62.2% | +70.2% | -8.0% | -3.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling