+100.2%
ROIV vs HAS
+63.1%
+37.1%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.8% | -0.2% | +1.8% |
| 7D | +9.5% | +2.0% | +7.5% | +9.7% |
| 30D | +21.0% | +30.9% | -9.9% | +26.5% |
| 3M | +18.7% | +28.8% | -10.0% | +24.2% |
| 6M | +44.5% | +32.3% | +12.2% | +50.5% |
| YTD | +92.9% | +54.7% | +38.2% | +101.1% |
| 1Y | +100.2% | +63.2% | +37.0% | +103.8% |
| All | +100.2% | +63.1% | +37.1% | +103.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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