+37.5%
ZM vs ROIV
+201.4%
-163.9%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.5% | +1.7% | +3.0% |
| 7D | +2.9% | +0.6% | +2.3% | +2.9% |
| 30D | +0.7% | +1.0% | -0.3% | +0.5% |
| 3M | -3.7% | +18.3% | -22.0% | -6.3% |
| 6M | +29.9% | +18.3% | +11.6% | +25.8% |
| YTD | +17.4% | +61.0% | -43.5% | +7.7% |
| 1Y | +22.4% | +177.9% | -155.5% | +2.6% |
| All | +37.5% | +201.4% | -163.9% | +10.3% |
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