+605.1%
RVMD vs HRB
+165.2%
+439.9%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.3% | +0.1% |
| 7D | -3.0% | -8.0% | +5.1% | -1.5% |
| 30D | -0.7% | -16.0% | +15.2% | +2.4% |
| 3M | +36.5% | +26.9% | +9.7% | +28.7% |
| 6M | +104.6% | +51.1% | +53.5% | +84.0% |
| YTD | +155.8% | +7.1% | +148.8% | +147.9% |
| 1Y | +340.7% | -9.6% | +350.3% | +344.1% |
| 3Y | +519.9% | +25.4% | +494.5% | +461.5% |
| 5Y | +584.9% | +114.9% | +470.0% | +437.6% |
| All | +605.1% | +165.2% | +439.9% | +431.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 10y: compounded portfolio wealth divided by compounded HRB 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…
10y analysis · Full analysis span regression · 6 months rolling