+12.6%
ZM vs ROIV
+221.6%
-208.9%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +18.8% | -23.6% | -5.8% |
| 7D | +1.6% | +20.2% | -18.5% | +0.4% |
| 30D | -7.7% | +14.1% | -21.9% | -8.3% |
| 3M | -4.7% | +45.6% | -50.3% | -8.3% |
| 6M | +24.4% | +44.1% | -19.7% | +19.1% |
| YTD | +11.8% | +91.2% | -79.4% | +1.4% |
| All | +12.6% | +221.6% | -208.9% | -8.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling