+411.6%
ROIV vs HAS
+50.4%
+361.2%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.5% | +6.7% | +6.3% |
| 7D | +5.3% | -0.2% | +5.5% | +5.4% |
| 30D | +11.9% | +31.0% | -19.1% | +6.5% |
| 3M | +10.7% | +30.7% | -20.0% | +5.2% |
| 6M | +34.9% | +23.9% | +11.0% | +28.9% |
| YTD | +79.2% | +48.3% | +30.9% | +62.9% |
| 1Y | +89.0% | +60.2% | +28.8% | +68.3% |
| 3Y | +337.3% | +189.2% | +148.1% | +222.6% |
| All | +411.6% | +50.4% | +361.2% | +325.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling