+92.4%
ROIV vs ZBH
+11.3%
+81.1%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +13.5% | -7.4% | +6.8% |
| 7D | +3.0% | +14.3% | -11.3% | +3.9% |
| 30D | +6.8% | +20.3% | -13.4% | +8.6% |
| 3M | +10.5% | +15.3% | -4.7% | +11.5% |
| 6M | +34.8% | +33.9% | +0.9% | +36.4% |
| YTD | +76.2% | +23.5% | +52.7% | +77.2% |
| 1Y | +92.4% | +7.9% | +84.5% | +92.8% |
| All | +92.4% | +11.3% | +81.1% | +92.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 ZBH 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