-58.7%
ZTS vs ROIV
+380.3%
-439.1%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.2% | +2.2% | +1.1% |
| 7D | +5.6% | +1.7% | +3.9% | +5.4% |
| 30D | +12.1% | +17.6% | -5.5% | +10.7% |
| 3M | +11.3% | +9.0% | +2.3% | +10.3% |
| 6M | +14.3% | +35.3% | -21.0% | +11.0% |
| YTD | -31.9% | +82.2% | -114.0% | -35.5% |
| 1Y | -29.3% | +92.3% | -121.5% | -33.4% |
| 3Y | -48.0% | +336.8% | -384.8% | -54.5% |
| All | -58.7% | +380.3% | -439.1% | -66.6% |
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 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