+354.7%
ROIV vs ZBH
+3.1%
+351.6%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.2% | +7.4% | +6.2% |
| 7D | +5.3% | +11.7% | -6.4% | +4.8% |
| 30D | +11.9% | +19.3% | -7.4% | +11.1% |
| 3M | +10.7% | +8.9% | +1.8% | +10.1% |
| 6M | +34.9% | +28.2% | +6.8% | +31.8% |
| YTD | +79.2% | +18.4% | +60.8% | +75.8% |
| 1Y | +89.0% | +20.6% | +68.4% | +85.0% |
| All | +354.7% | +3.1% | +351.6% | +342.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling