+944.9%
ZIM price history and return analytics
+84.9%
+860.1%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.7% |
| 7D | +5.0% | +2.4% | +2.6% | +1.7% |
| 30D | -1.7% | -1.5% | -0.2% | +0.2% |
| 3M | +9.4% | -4.1% | +13.5% | +15.5% |
| 6M | +13.9% | +0.6% | +13.4% | +11.8% |
| YTD | +42.9% | +11.0% | +31.8% | +21.3% |
| 1Y | +89.4% | +13.3% | +76.1% | +56.2% |
| 3Y | +587.9% | +73.4% | +514.5% | +206.7% |
| 5Y | +129.4% | +57.4% | +72.0% | +27.5% |
| All | +944.9% | +84.9% | +860.1% | +341.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling