+33.8%
ZM vs RVTY
+16.6%
+17.2%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -2.4% | -2.4% | -4.3% |
| 7D | +1.6% | +0.4% | +1.2% | +1.6% |
| 30D | -7.7% | +10.8% | -18.5% | -9.6% |
| 3M | -4.7% | +26.8% | -31.4% | -9.6% |
| 6M | +24.4% | +39.3% | -14.9% | +14.6% |
| YTD | +11.8% | +31.6% | -19.9% | +3.8% |
| 1Y | +13.4% | +47.7% | -34.3% | +2.1% |
| 3Y | +33.8% | +19.9% | +13.9% | +25.7% |
| All | +33.8% | +16.6% | +17.2% | +25.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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