-46.6%
ZTS vs ROIV
+270.3%
-316.9%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +6.2% | -9.5% | -3.7% |
| 7D | -0.4% | +5.3% | -5.7% | -0.8% |
| 30D | +11.7% | +11.9% | -0.2% | +10.9% |
| 3M | +3.5% | +10.7% | -7.3% | +2.5% |
| 6M | -27.6% | +34.9% | -62.5% | -29.5% |
| YTD | -35.5% | +79.2% | -114.6% | -38.5% |
| 1Y | -32.1% | +89.0% | -121.1% | -35.6% |
| 3Y | -49.1% | +337.3% | -386.4% | -54.8% |
| 5Y | -61.0% | +402.3% | -463.4% | -67.6% |
| All | -46.6% | +270.3% | -316.9% | -54.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling