-67.5%
ZM vs VO
+42.2%
-109.7%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.5% | +0.8% |
| 7D | +0.3% | -0.6% | +0.9% | +1.1% |
| 30D | -10.3% | -1.9% | -8.4% | -8.0% |
| 3M | -0.7% | +3.3% | -3.9% | -4.8% |
| 6M | +24.8% | +9.7% | +15.1% | +10.1% |
| YTD | +11.5% | +12.6% | -1.1% | -5.4% |
| 1Y | +12.3% | +13.6% | -1.3% | -5.9% |
| 3Y | +33.5% | +56.8% | -23.3% | -30.7% |
| 5Y | -67.5% | +42.3% | -109.8% | -80.7% |
| All | -67.5% | +42.2% | -109.7% | -80.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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