+20.9%
ZS vs OVV
+34.1%
-13.2%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.6% | -2.4% | -2.9% |
| 7D | -16.9% | -16.7% | -0.2% | -13.8% |
| 30D | -7.4% | -1.5% | -5.9% | -7.1% |
| 3M | +21.6% | +1.6% | +20.0% | +21.3% |
| 6M | +42.4% | +2.0% | +40.3% | +41.5% |
| YTD | -12.1% | +56.8% | -68.9% | -21.1% |
| 1Y | -37.8% | +64.8% | -102.7% | -45.1% |
| 3Y | +20.9% | +38.3% | -17.4% | +9.9% |
| All | +20.9% | +34.1% | -13.2% | +9.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling