+112.1%
ZIM price history and return analytics
+66.2%
+45.9%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.5% | +5.7% | +5.9% |
| 7D | +11.4% | +1.0% | +10.4% | +9.8% |
| 30D | +11.8% | -0.2% | +12.1% | +12.2% |
| 3M | +17.7% | +4.5% | +13.1% | +10.3% |
| 6M | +11.8% | +14.1% | -2.2% | -7.7% |
| YTD | +46.5% | +14.8% | +31.7% | +20.1% |
| 1Y | +132.4% | +21.2% | +111.2% | +77.1% |
| 3Y | +339.6% | +76.6% | +263.0% | +99.2% |
| 5Y | +112.1% | +66.6% | +45.5% | +13.2% |
| All | +112.1% | +66.2% | +45.9% | +13.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling