+10.3%
ZM vs ROIV
+101.7%
-91.5%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +4.6% | -2.6% | +1.7% |
| 7D | -0.3% | +13.3% | -13.6% | -1.1% |
| 30D | -6.2% | +14.8% | -20.9% | -7.0% |
| 3M | -12.2% | +11.9% | -24.2% | -12.8% |
| 6M | -16.0% | +42.4% | -58.4% | -19.4% |
| YTD | +6.3% | +87.4% | -81.1% | -3.0% |
| All | +10.3% | +101.7% | -91.5% | -0.7% |
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