-50.8%
ZTS vs ROIV
+295.0%
-345.9%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +18.8% | -21.7% | -4.2% |
| 7D | -4.8% | +20.2% | -24.9% | -6.0% |
| 30D | +1.2% | +14.1% | -12.9% | +0.2% |
| 3M | -6.0% | +45.6% | -51.6% | -8.8% |
| 6M | -38.7% | +44.1% | -82.9% | -40.5% |
| YTD | -40.6% | +91.2% | -131.8% | -43.6% |
| 1Y | -50.6% | +221.3% | -271.9% | -55.0% |
| 3Y | -58.7% | +229.2% | -288.0% | -62.8% |
| 5Y | -62.8% | +316.5% | -379.3% | -68.9% |
| All | -50.8% | +295.0% | -345.9% | -58.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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