-66.2%
ZM vs OVV
+160.2%
-226.4%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -1.2% |
| 3M | -3.7% | +9.8% | -13.5% | -5.4% |
| 6M | +29.9% | +26.6% | +3.3% | +24.4% |
| YTD | +17.4% | +67.0% | -49.6% | +7.2% |
| 1Y | +22.4% | +55.9% | -33.5% | +12.6% |
| 3Y | +41.3% | +45.5% | -4.2% | +28.6% |
| All | -66.2% | +160.2% | -226.4% | -68.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling