-61.4%
ZTS vs ROIV
+250.7%
-312.1%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.5% | -2.1% | -0.7% |
| 7D | -2.0% | +0.6% | -2.6% | -2.0% |
| 30D | +1.9% | +1.0% | +1.0% | +1.7% |
| 3M | -4.0% | +18.3% | -22.3% | -5.4% |
| 6M | -39.1% | +18.3% | -57.5% | -40.1% |
| YTD | -38.8% | +61.0% | -99.8% | -41.2% |
| 1Y | -49.6% | +177.9% | -227.4% | -53.5% |
| 3Y | -59.0% | +199.1% | -258.0% | -62.8% |
| All | -61.4% | +250.7% | -312.1% | -68.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling