+584.7%
RVMD vs HAS
+10.2%
+574.5%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.4% | +1.1% | -0.3% |
| 7D | -1.2% | -3.1% | +1.9% | 0.0% |
| 30D | +1.1% | -2.7% | +3.8% | +2.0% |
| 3M | +39.6% | +8.9% | +30.7% | +33.9% |
| 6M | +110.7% | -2.9% | +113.6% | +110.2% |
| YTD | +160.3% | +12.6% | +147.6% | +140.9% |
| 1Y | +404.9% | +17.5% | +387.5% | +357.9% |
| 3Y | +545.5% | +46.2% | +499.2% | +405.4% |
| 5Y | +584.7% | +12.6% | +572.1% | +482.5% |
| All | +584.7% | +10.2% | +574.5% | +482.5% |
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