+63.4%
ZM vs VRSN
+58.6%
+4.8%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.4% | +3.7% | +3.5% |
| 7D | +2.9% | +0.1% | +2.9% | +2.9% |
| 30D | +0.7% | -0.2% | +0.8% | +0.7% |
| 3M | -3.7% | -0.3% | -3.4% | -4.0% |
| 6M | +29.9% | +23.0% | +6.9% | +16.9% |
| YTD | +17.4% | +21.3% | -3.9% | +5.7% |
| 1Y | +22.4% | +6.7% | +15.7% | +17.3% |
| 3Y | +41.3% | +45.0% | -3.7% | +12.9% |
| 5Y | -66.0% | +35.0% | -101.1% | -72.3% |
| All | +63.4% | +58.6% | +4.8% | +34.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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