-62.2%
ZM vs VEU
+47.6%
-109.7%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.1% | +2.2% | +2.2% |
| 7D | +11.0% | +2.1% | +8.9% | +8.7% |
| 30D | +5.6% | -0.9% | +6.6% | +6.7% |
| 3M | -9.1% | -5.4% | -3.8% | -3.8% |
| 6M | -2.6% | -1.8% | -0.8% | -1.9% |
| YTD | +15.7% | +10.9% | +4.7% | -0.5% |
| 1Y | +18.8% | +13.6% | +5.2% | -0.8% |
| 3Y | +62.2% | +69.3% | -7.1% | -22.4% |
| All | -62.2% | +47.6% | -109.7% | -80.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling