+197.2%
VIAV vs ZM
+21.7%
+175.5%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +3.3% | +0.4% | +3.4% |
| 7D | -4.6% | +2.9% | -7.5% | -4.8% |
| 30D | -10.4% | +0.7% | -11.1% | -10.6% |
| 3M | -34.5% | -3.7% | -30.8% | -33.6% |
| 6M | +7.0% | +29.9% | -22.9% | +3.0% |
| YTD | +95.6% | +17.4% | +78.2% | +89.7% |
| 1Y | +197.2% | +22.4% | +174.8% | +184.9% |
| All | +197.2% | +21.7% | +175.5% | +184.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ZM.
Daily Out/Under-Performance
Portfolio return minus ZM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZM 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 1y: compounded portfolio wealth divided by compounded ZM 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…
1y analysis · Full analysis span regression · 6 months rolling