+63.4%
ZM vs VO
+123.7%
-60.2%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.2% | +3.5% | +3.4% |
| 7D | +2.9% | -0.3% | +3.2% | +3.2% |
| 30D | +0.7% | -0.3% | +1.0% | +0.9% |
| 3M | -3.7% | +2.9% | -6.6% | -5.6% |
| 6M | +29.9% | +9.3% | +20.5% | +21.9% |
| YTD | +17.4% | +14.2% | +3.2% | +6.8% |
| 1Y | +22.4% | +15.3% | +7.1% | +10.7% |
| 3Y | +41.3% | +56.2% | -15.0% | +4.8% |
| 5Y | -66.0% | +42.4% | -108.5% | -74.1% |
| All | +63.4% | +123.7% | -60.2% | +38.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling