-77.7%
ZM vs ROIV
+287.3%
-365.1%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +4.6% | -2.6% | +1.2% |
| 7D | -0.3% | +13.3% | -13.6% | -2.5% |
| 30D | -6.2% | +14.8% | -20.9% | -8.4% |
| 3M | -12.2% | +11.9% | -24.2% | -14.5% |
| 6M | -16.0% | +42.4% | -58.4% | -22.2% |
| YTD | +6.3% | +87.4% | -81.1% | -7.0% |
| 1Y | +12.3% | +97.2% | -85.0% | -2.8% |
| 3Y | +51.2% | +375.7% | -324.5% | +9.7% |
| 5Y | -64.5% | +379.0% | -443.5% | -77.9% |
| All | -77.7% | +287.3% | -365.1% | -85.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 10y: compounded portfolio wealth divided by compounded ROIV 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…
10y analysis · Full analysis span regression · 6 months rolling