-39.5%
ZS vs OVV
+58.4%
-97.9%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | -11.1% | -10.7% | -0.3% | -10.9% |
| 30D | -14.8% | -5.3% | -9.6% | -14.3% |
| 3M | +18.0% | +2.4% | +15.6% | +19.4% |
| 6M | +30.8% | +5.7% | +25.2% | +32.5% |
| YTD | -11.5% | +56.8% | -68.3% | +1.5% |
| All | -39.5% | +58.4% | -97.9% | -29.9% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 OVV 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