+915.4%
ZIM price history and return analytics
+85.3%
+830.0%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.6% | -0.6% | -1.5% |
| 7D | +0.6% | +0.4% | +0.2% | -0.2% |
| 30D | -4.9% | -2.6% | -2.3% | -1.7% |
| 3M | +6.0% | -3.2% | +9.2% | +10.5% |
| 6M | +7.1% | +0.9% | +6.2% | +4.6% |
| YTD | +38.8% | +11.3% | +27.5% | +17.4% |
| 1Y | +100.1% | +14.0% | +86.1% | +63.5% |
| 3Y | +535.5% | +75.8% | +459.6% | +177.4% |
| 5Y | +119.7% | +57.8% | +61.8% | +21.7% |
| All | +915.4% | +85.3% | +830.0% | +327.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling