+55.1%
ZM vs VTEB
+13.1%
+42.0%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.3% | +0.2% |
| 7D | +0.3% | -0.7% | +1.0% | +0.9% |
| 30D | -10.3% | -2.1% | -8.2% | -8.8% |
| 3M | -0.7% | -2.7% | +2.0% | +1.5% |
| 6M | +24.8% | -2.1% | +26.9% | +27.0% |
| YTD | +11.5% | -1.1% | +12.6% | +12.5% |
| 1Y | +12.3% | +1.3% | +11.0% | +11.2% |
| 3Y | +33.5% | +9.0% | +24.5% | +24.0% |
| 5Y | -67.5% | +1.5% | -69.0% | -68.6% |
| All | +55.1% | +13.1% | +42.0% | +165.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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