+284.5%
ROIV vs ZBH
-21.8%
+306.4%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -2.7% | -1.7% | -3.9% |
| 7D | +9.2% | -2.1% | +11.3% | +9.7% |
| 30D | +19.9% | +13.6% | +6.4% | +16.8% |
| 3M | +10.6% | +7.1% | +3.5% | +8.6% |
| 6M | +36.1% | +26.1% | +10.0% | +27.7% |
| YTD | +84.3% | +17.2% | +67.1% | +75.1% |
| 1Y | +87.6% | +17.4% | +70.2% | +77.9% |
| 3Y | +353.9% | +2.0% | +351.9% | +336.3% |
| 5Y | +376.1% | -15.0% | +391.0% | +372.7% |
| All | +284.5% | -21.8% | +306.4% | +286.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling