+22.4%
ZM vs VTRS
+66.3%
-43.9%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.4% | +3.6% | +3.3% |
| 7D | +2.9% | +3.3% | -0.4% | +2.3% |
| 30D | +0.7% | -3.6% | +4.3% | +1.3% |
| 3M | -3.7% | +7.0% | -10.6% | -5.3% |
| 6M | +29.9% | +17.5% | +12.4% | +24.6% |
| YTD | +17.4% | +38.8% | -21.3% | +12.0% |
| 1Y | +22.4% | +69.2% | -46.8% | +12.4% |
| All | +22.4% | +66.3% | -43.9% | +12.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 1y: compounded portfolio wealth divided by compounded VTRS 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…
1y analysis · Full analysis span regression · 6 months rolling