-65.4%
ZM vs VT
+53.4%
-118.8%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.2% | +1.0% | +0.9% |
| 7D | -5.9% | -2.3% | -3.6% | -3.0% |
| 30D | -5.2% | -5.0% | -0.2% | +1.6% |
| 3M | -11.3% | -4.9% | -6.4% | -5.0% |
| 6M | -14.5% | -1.5% | -13.0% | -13.3% |
| YTD | +4.2% | +8.5% | -4.3% | -8.3% |
| 1Y | +9.3% | +11.4% | -2.1% | -7.4% |
| 3Y | +45.4% | +70.1% | -24.7% | -38.4% |
| All | -65.4% | +53.4% | -118.8% | -83.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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