+75.3%
VIAV vs ZM
+8.0%
+67.3%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | 0.0% | -2.2% | -2.2% |
| 7D | -14.7% | -8.4% | -6.3% | -13.9% |
| 30D | -37.4% | -1.9% | -35.5% | -36.9% |
| 3M | -27.1% | -10.1% | -17.1% | -26.6% |
| 6M | -44.0% | -13.9% | -30.2% | -42.7% |
| YTD | +64.9% | +6.4% | +58.4% | +63.0% |
| 1Y | +75.3% | +9.6% | +65.7% | +70.8% |
| All | +75.3% | +8.0% | +67.3% | +70.8% |
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