+54.0%
ZM price history and return analytics
+144.5%
-90.6%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.1% | -0.1% |
| 7D | -2.7% | -2.0% | -0.7% | -1.3% |
| 30D | -10.0% | -1.4% | -8.6% | -9.0% |
| 3M | +1.6% | +4.7% | -3.1% | -1.9% |
| 6M | +25.0% | +11.4% | +13.6% | +15.2% |
| YTD | +10.6% | +13.1% | -2.4% | +0.9% |
| 1Y | +14.0% | +19.0% | -5.1% | +0.1% |
| 3Y | +32.5% | +73.9% | -41.5% | -10.6% |
| 5Y | -68.3% | +65.4% | -133.7% | -78.7% |
| All | +54.0% | +144.5% | -90.6% | +15.2% |
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 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