+57.6%
ZM price history and return analytics
+140.8%
-83.3%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | +0.1% |
| 7D | +10.0% | +2.9% | +7.1% | +7.8% |
| 30D | -0.5% | -2.5% | +2.0% | +1.5% |
| 3M | -7.1% | -3.3% | -3.7% | -4.6% |
| 6M | -5.1% | +1.5% | -6.6% | -6.1% |
| YTD | +13.2% | +11.4% | +1.9% | +4.5% |
| 1Y | +15.3% | +11.9% | +3.4% | +6.1% |
| 3Y | +57.4% | +73.9% | -16.4% | +6.4% |
| 5Y | -61.7% | +57.9% | -119.6% | -73.8% |
| All | +57.6% | +140.8% | -83.3% | +19.4% |
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