+20.9%
ZS vs ROIV
+314.9%
-294.0%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +6.2% | -9.2% | -4.2% |
| 7D | -16.9% | +5.3% | -22.2% | -17.7% |
| 30D | -7.4% | +11.9% | -19.3% | -9.4% |
| 3M | +21.6% | +10.7% | +10.9% | +18.5% |
| 6M | +42.4% | +34.9% | +7.5% | +32.2% |
| YTD | -12.1% | +79.2% | -91.3% | -25.3% |
| 1Y | -37.8% | +89.0% | -126.8% | -48.3% |
| 3Y | +20.9% | +337.3% | -316.4% | -28.3% |
| All | +20.9% | +314.9% | -294.0% | -28.3% |
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