+302.0%
ROIV vs ZBH
-29.5%
+331.5%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.4% | +0.7% |
| 7D | +22.3% | -4.9% | +27.2% | +23.4% |
| 30D | +16.9% | -3.2% | +20.1% | +17.4% |
| 3M | +43.9% | +5.8% | +38.1% | +40.8% |
| 6M | +41.6% | +2.0% | +39.6% | +39.4% |
| YTD | +92.7% | +5.8% | +86.9% | +87.2% |
| 1Y | +210.2% | -7.9% | +218.1% | +211.4% |
| 3Y | +231.8% | -19.4% | +251.2% | +242.5% |
| 5Y | +319.8% | -29.5% | +349.3% | +332.3% |
| All | +302.0% | -29.5% | +331.5% | +313.3% |
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