+235.9%
ROIV vs ZBH
-26.9%
+262.8%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.9% | +2.4% | +1.7% |
| 7D | +0.6% | -2.8% | +3.4% | +1.3% |
| 30D | +1.0% | -0.1% | +1.0% | +0.9% |
| 3M | +18.3% | +13.4% | +4.9% | +14.1% |
| 6M | +18.3% | +3.0% | +15.4% | +16.6% |
| YTD | +61.0% | +9.7% | +51.3% | +55.5% |
| 1Y | +177.9% | -5.4% | +183.3% | +178.1% |
| 3Y | +199.1% | -15.6% | +214.6% | +205.3% |
| 5Y | +250.7% | -28.1% | +278.8% | +259.4% |
| All | +235.9% | -26.9% | +262.8% | +243.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling