+55.5%
ZM vs VTR
+103.9%
-48.4%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.4% | -4.4% | -4.8% |
| 7D | +1.6% | -2.4% | +4.0% | +1.7% |
| 30D | -7.7% | -3.7% | -4.0% | -7.7% |
| 3M | -4.7% | +13.5% | -18.2% | -4.8% |
| 6M | +24.4% | +7.2% | +17.2% | +24.3% |
| YTD | +11.8% | +17.6% | -5.8% | +11.4% |
| 1Y | +13.4% | +35.4% | -22.0% | +12.6% |
| 3Y | +33.8% | +132.8% | -99.0% | +31.5% |
| 5Y | -67.2% | +88.7% | -155.8% | -68.1% |
| All | +55.5% | +103.9% | -48.4% | +83.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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