+311.9%
ROIV vs HAS
+182.9%
+129.0%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.7% | -2.5% | -4.0% |
| 7D | -2.4% | 0.0% | -2.4% | -2.4% |
| 30D | +3.1% | +31.3% | -28.3% | 0.0% |
| 3M | +5.8% | +32.1% | -26.3% | +2.5% |
| 6M | +29.3% | +28.1% | +1.2% | +25.1% |
| YTD | +68.8% | +49.1% | +19.7% | +57.0% |
| 1Y | +81.0% | +60.5% | +20.5% | +65.3% |
| All | +311.9% | +182.9% | +129.0% | +199.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling