+37.5%
ZM vs OVV
+49.8%
-12.3%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -1.7% | +5.0% | +3.5% |
| 7D | +2.9% | +0.3% | +2.7% | +2.9% |
| 30D | +0.7% | +11.7% | -11.0% | -1.1% |
| 3M | -3.7% | +9.8% | -13.5% | -5.4% |
| 6M | +29.9% | +26.6% | +3.3% | +24.5% |
| YTD | +17.4% | +67.0% | -49.6% | +7.1% |
| 1Y | +22.4% | +55.9% | -33.5% | +12.7% |
| All | +37.5% | +49.8% | -12.3% | +23.6% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 3y: compounded portfolio wealth divided by compounded OVV 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…
3y analysis · Full analysis span regression · 6 months rolling