+284.5%
ROIV vs ZBRA
-14.9%
+299.5%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -2.9% | -1.5% | -3.8% |
| 7D | +9.2% | -1.2% | +10.4% | +9.5% |
| 30D | +19.9% | -17.8% | +37.7% | +25.4% |
| 3M | +10.6% | -16.0% | +26.6% | +14.8% |
| 6M | +36.1% | +31.4% | +4.6% | +24.8% |
| YTD | +84.3% | +30.9% | +53.4% | +67.8% |
| 1Y | +87.6% | +24.3% | +63.3% | +72.9% |
| 3Y | +353.9% | +54.2% | +299.8% | +279.0% |
| 5Y | +376.1% | -46.3% | +422.4% | +333.6% |
| All | +284.5% | -14.9% | +299.5% | +246.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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