+183.3%
ROIV vs ZYBT
-79.2%
+262.5%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.5% | +2.2% | -0.3% |
| 7D | +16.9% | -3.7% | +20.6% | +16.9% |
| 30D | +12.9% | 0.0% | +12.9% | +12.9% |
| 3M | +37.3% | +72.2% | -34.9% | +40.1% |
| 6M | +38.0% | +103.1% | -65.1% | +38.7% |
| YTD | +88.1% | +34.8% | +53.3% | +88.5% |
| 1Y | +183.3% | -83.2% | +266.4% | +175.7% |
| All | +183.3% | -79.2% | +262.5% | +175.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ZYBT.
Daily Out/Under-Performance
Portfolio return minus ZYBT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZYBT 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 1y: compounded portfolio wealth divided by compounded ZYBT 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…
1y analysis · Full analysis span regression · 6 months rolling