+43.3%
ZM vs VT
+134.1%
-90.8%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -4.1% | +0.8% | -0.3% |
| 7D | -9.1% | -4.2% | -4.9% | -6.2% |
| 30D | -5.7% | -5.8% | +0.1% | -1.4% |
| 3M | -11.7% | -5.2% | -6.5% | -8.1% |
| 6M | -18.6% | +0.1% | -18.7% | -18.8% |
| YTD | +2.9% | +8.2% | -5.3% | -3.0% |
| 1Y | +6.3% | +10.1% | -3.8% | -1.1% |
| 3Y | +41.0% | +69.7% | -28.7% | -2.9% |
| 5Y | -66.4% | +53.4% | -119.8% | -76.6% |
| All | +43.3% | +134.1% | -90.8% | +10.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling