+208.7%
VIAV vs ZM
+48.0%
+160.8%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.4% | +1.1% |
| 7D | +13.6% | +0.3% | +13.2% | +13.4% |
| 30D | +5.3% | -10.3% | +15.6% | +6.5% |
| 3M | -15.6% | -0.7% | -14.9% | -15.9% |
| 6M | +34.0% | +24.8% | +9.2% | +29.1% |
| YTD | +119.9% | +11.5% | +108.4% | +114.2% |
| 1Y | +235.2% | +12.3% | +222.8% | +226.0% |
| 3Y | +299.8% | +33.5% | +266.3% | +277.5% |
| 5Y | +140.1% | -67.5% | +207.6% | +140.4% |
| All | +208.7% | +48.0% | +160.8% | +176.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling