+250.4%
ROIV vs HAS
+13.4%
+236.9%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +1.6% |
| 7D | +0.6% | -1.8% | +2.4% | +1.0% |
| 30D | +1.0% | +2.3% | -1.3% | +0.4% |
| 3M | +18.3% | +10.4% | +7.9% | +15.6% |
| 6M | +18.3% | -3.2% | +21.6% | +18.2% |
| YTD | +61.0% | +15.4% | +45.6% | +53.2% |
| 1Y | +177.9% | +18.8% | +159.1% | +162.0% |
| 3Y | +199.1% | +43.9% | +155.1% | +159.3% |
| All | +250.4% | +13.4% | +236.9% | +232.5% |
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