+45.4%
ZM vs ROIV
+314.9%
-269.6%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +6.2% | -5.0% | +0.3% |
| 7D | -5.9% | +5.3% | -11.2% | -6.6% |
| 30D | -5.2% | +11.9% | -17.0% | -6.7% |
| 3M | -11.3% | +10.7% | -22.0% | -13.0% |
| 6M | -14.5% | +34.9% | -49.4% | -19.8% |
| YTD | +4.2% | +79.2% | -75.0% | -8.6% |
| 1Y | +9.3% | +89.0% | -79.7% | -5.4% |
| 3Y | +45.4% | +337.3% | -292.0% | +6.0% |
| All | +45.4% | +314.9% | -269.6% | +6.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling