-75.4%
ZM vs ROIV
+232.7%
-308.1%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.5% | +1.7% | +3.0% |
| 7D | +2.9% | +0.6% | +2.3% | +2.8% |
| 30D | +0.7% | +1.0% | -0.3% | +0.5% |
| 3M | -3.7% | +18.3% | -22.0% | -6.9% |
| 6M | +29.9% | +18.3% | +11.6% | +24.9% |
| YTD | +17.4% | +61.0% | -43.5% | +6.1% |
| 1Y | +22.4% | +177.9% | -155.5% | -0.3% |
| 3Y | +41.3% | +199.1% | -157.8% | +10.7% |
| 5Y | -66.0% | +250.7% | -316.7% | -77.5% |
| All | -75.4% | +232.7% | -308.1% | -83.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling