+55.5%
ZM vs VEU
+107.2%
-51.6%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.4% | -4.4% | -4.6% |
| 7D | +1.6% | +1.7% | 0.0% | +0.7% |
| 30D | -7.7% | +1.0% | -8.7% | -8.2% |
| 3M | -4.7% | +5.6% | -10.3% | -7.9% |
| 6M | +24.4% | +13.7% | +10.8% | +14.5% |
| YTD | +11.8% | +17.7% | -6.0% | +0.6% |
| 1Y | +13.4% | +25.8% | -12.4% | -2.0% |
| 3Y | +33.8% | +77.1% | -43.3% | -5.3% |
| 5Y | -67.2% | +57.1% | -124.3% | -76.7% |
| All | +55.5% | +107.2% | -51.6% | +37.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling